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TELOS WEALTH ADVISORS

TELOS WEALTH MANAGEMENT, LLC

CRD 328209

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$75.0M

Discretionary AUM

$74.5M

Team

8 total employees; 3 advisory reps; 15 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-29

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals65$30.0M
High net worth individuals35$45.0M

All web addresses on file

Official SEC filing: View on IAPD