Griffin James Graves
Investment adviser representative at Filigree Wealth Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$209.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Filigree Wealth Advisors, LLCMar 2022 to now
- Congress Wealth Management LLCOct 2020 to May 2022
- Congress Wealth Management LLCJan 2020 to Sep 2020
- UnemployedOct 2019 to Dec 2019
- Charles Schwab & Co., Inc.Aug 2018 to Sep 2019
- UnemployedJun 2018 to Aug 2018
- Wasserman Media GroupJun 2017 to Aug 2017
- The University of ArizonaAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Filigree Wealth Advisors, LLC
$209.1MAssets managed
45Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7006384
- Firm CRD
- 318729