This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$209MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$209M

Private client RAUM

$209MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$69.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

212

Individual clients

18

High net worth clients

27

Custody, client assets

$97.6M

SEC number

801-123362

CRD

318729

Filings on the tape

11

First filed

Feb 1, 2022

Latest filed

Mar 18, 2026

Organised

Limited Liability Company, DE

• Occurred

  May 16, 2022
  Team lift-out

  2 advisors left CW Advisors, LLC (Boston, MA) for Filigree Wealth Advisors, LLC on the same day

  Form ADVobserved 3 days ago
  2 advisors
• Occurred

  Feb 1, 2022
  First Form ADV filing

  Filigree Wealth Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b60188c8-4a54-e15c-2287-800567595d1e

First observed

Feb 1, 2022

Last observed

Mar 18, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.