Chris G. Dudley

FILIGREE WEALTH ADVISORS

Rancho Santa Fe, CA

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CRD#: 5117664

Professional summary

Chris G. Dudley, CFP®, who also goes by Chris Dudley, Christen G. Dudley, is a registered financial advisor currently at FILIGREE WEALTH ADVISORS, LLC located in Rancho Santa Fe, California.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Chris has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Dudley | Christen G. Dudley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Diabetomics, Inc., Not investment related, 2345 NE Overlook Dr.,Suite #140,Hillsboro, OR 97006 Medical Device Interim CEO & Chairman of the Board 2012 32 hours Board activities (2) Covidyx, Inc., Not investment related, 2345 NE Overlook Dr.,Suite #140,Hillsboro, OR 97006 Medical Device Chairman of the Board 2019 10 hours Board activities 3() President and Founder of Chris Dudley Foundation. Foundation has been providing resources, camps and education for those living with Type 1 Diabetes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris G. Dudley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

RIA

CRD#: 146284

LAKE OSWEGO, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FILIGREE WEALTH ADVISORS, LLC

CRD#: 318729 / SEC#: 801-123362

RIA

Registered Investment Advisory firm - (3/3/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/7/2022)

IAR

Oregon
(5/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FILIGREE WEALTH ADVISORS, LLC

CRD#: 318729 / SEC#: 801-123362

RIA

Registered Investment Advisory firm - (3/3/2022 Approved)

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Contact information

Main Address

530 Technology Drive Ste 100, Irvine, CA 92618

Mailing Address

Phone number

(949) 989-2527

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM BROCHURE - FILIGREE WEALTH ADVISORS (3/25/2025)

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 180,493,287

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Chris G. Dudley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris G. Dudley's CRS (Customer Relationship Summary).

Certified licenses

Experience

FILIGREE WEALTH ADVISORS, LLC

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC

SVB WEALTH

FILIGREE ADVISORS

Primary Firm SEC Registration

FILIGREE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

FILIGREE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FILIGREE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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