Chris G. Dudley
Investment Adviser Representative at Filigree Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chris G. Dudley is an investment adviser representative with Filigree Wealth Advisors, LLC in Sisters, OR, where they have been registered since 2022. They have worked in the securities industry since 2010 and have been registered with 4 firms, including Congress Wealth Management LLC and Boston Private Wealth. They are registered to provide investment advice in Oregon.
Registrations & licenses
- Investment adviser:
- Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Dudley FoundationJan 1994 – no end date reportedPortland, OR
- Boston Private Wealth LLCJan 2016 – Jul 2019Beverly Hills, CA
- Congress Wealth Management, LLCJul 2019 – Sep 2020Rancho Santa Fe, CA
- Congress Wealth Management, LLCSep 2020 – May 2022Costa Mesa, CA
- Filigree Wealth Advisors, LLCMar 2022 – no end date reportedIrvine, CA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Filigree Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.009
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Irvine, CA
- SEC file number:
- 801-123362
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 18, 2026
View full firm profileOther advisors at Filigree Wealth Advisors, LLC
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chris G. Dudley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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