Filigree Wealth Advisors, LLC

EIN 87-3897228investment managementLatest filing 2024

Plans

Retirement

$133K assets

Welfare

Participants

530 TECHNOLOGY DRIVE SUITE 100 - IRVINE, CA 92618949-989-2527filigreeadvisors.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401(k)-$133K - 3 part

Plan deep-dives

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Retirement#001

FILIGREE WEALTH ADVISORS, LLC 401(K) PLAN

401(k)

Assets$133K

Participants3

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	FILIGREE WEALTH ADVISORS, LLC 401(K) PLAN	401(k)	$133K	3	2024

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio