← Back to searchVisit website
FIDELIS WEALTH ADVISORS
FIDELIS WEALTH ADVISORS, LLC
CRD 292551 · SEC 801-122530
20 N WILCOX STREET, SUITE 106, CASTLE ROCK, CO, 80104, United States
Phone
303-800-4683
Fax
855-805-4838
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.4M
Discretionary AUM
$165.9M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $15.9M |
| High net worth individuals | 85 | $150.0M |
| Pooled investment vehicles | 19 | $44.5M |
States served
AZ, CA, CO, ID, NE, NV, NC, SC, UT, WY, TX
All web addresses on file
Official SEC filing: View on IAPD