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Fidelis Wealth Advisors, LLC

● SEC registered since 2021CRD 292551SEC# 801-122530Castle Rock, CO
Export (members)
Reg. AUM
$253.2M
Employees
6
Accounts
1,138
Location
Castle Rock, CO

Fidelis Wealth Advisors, LLC assets under management

Fidelis Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Castle Rock, CO. The firm has been registered since 2021. It reports $253.2 million in regulatory assets under management and employs 6 people.
www.facebook.com/fidelis-wealth-advisors-518302471857933View on SEC.gov ↗

Fidelis Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Samuel Rey Tenney ControlManaging Member/CcoOver 75%2018

Frequently asked questions

How much does Fidelis Wealth Advisors, LLC manage?

Fidelis Wealth Advisors, LLC reports $253.2 million in regulatory assets under management on its Form ADV.

How many employees does Fidelis Wealth Advisors, LLC have?

Fidelis Wealth Advisors, LLC reports 6 employees.

Where is Fidelis Wealth Advisors, LLC located?

Fidelis Wealth Advisors, LLC is based in Castle Rock, CO and has been SEC-registered since 2021.

Does Fidelis Wealth Advisors, LLC disclose fund performance?

Fidelis Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 N Wilcox Street, Suite 106, Castle Rock, CO 80104
Phone303-800-4683
Fax855-805-4838
Office hours8 a.m. - 4:30 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$213.7M
Non-discretionary$39.6M
Total (RAUM)$253.2M