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TELOS WEALTH
TELOS WEALTH MANAGEMENT, LLC
CRD 327439
656 N. MILLER ST., WENATCHEE, WA, 98801, United States
Phone
509-664-8844
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.4M
Discretionary AUM
$75.4M
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $24.0M |
| High net worth individuals | 23 | $51.2M |
| Charitable organizations | 2 | $178K |
All web addresses on file
Official SEC filing: View on IAPD