FIDELIS WEALTH ADVISORS, LLC

FIDELIS WEALTH ADVISORS
CASTLE ROCK, Colorado·3 registered advisors·CRD# 292551
SEC# 801-1225301303-800-4683
01

Firm Overview

AUM
$193M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FIDELIS WEALTH ADVISORS, LLC

3 registered advisors
Ben Tenney
CASTLE ROCK, Colorado
Lorie Chantelle Jones
CASTLE ROCK, Colorado
Samuel Rey Tenney
CASTLE ROCK, Colorado
05

Office Locations

CASTLE ROCK, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. FIDELIS WEALTH ADVISORS, LLC (CRD# 292551) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.