Fidelis Wealth Advisors
Fidelis Wealth Advisors is an SEC-registered wealth manager in Castle Rock, CO with $210.4M assets under management (AUM, regulatory AUM), -17% over one year. See who owns Fidelis Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292551, SEC 801-122530, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $210.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Castle Rock, CO
- Employees
- 5
- Clients
- 210
- CRD
- 292551
- Ownership
- TENNEY, SAMUEL, REY; BECKY & BEN TENNEY TRUST DATED 4-18-17; TEUTATES FINANCIAL, LLC; C. REY TENNEY TRUST, DATED 12/2/12; VANSANT, JOHN, JOSEPH
How much AUM does Fidelis Wealth Advisors have?
Fidelis Wealth Advisors reported $210.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fidelis Wealth Advisors?
Disclosed owners and executives of Fidelis Wealth Advisors include TENNEY, SAMUEL, REY, BECKY & BEN TENNEY TRUST DATED 4-18-17, TEUTATES FINANCIAL, LLC, C. REY TENNEY TRUST, DATED 12/2/12, VANSANT, JOHN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.