FILIGREE WEALTH ADVISORS, LLC

Overview

Filigree Wealth Advisors, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm operates under an owner-led structure and uses a mix of fee arrangements—percentage of AUM, hourly charges and fixed fees—allowing flexibility for both ongoing asset management relationships and discrete planning engagements. Filigree runs discretionary mandates across its client base and leans on liquid, exchange-traded instruments as the largest component of client portfolios while also allocating to third‑party alternative managers for private-market exposure. The firm is not an ESG-focused investor and does not act as a capital allocator running its own pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices