Fidelis Wealth Advisors

Fidelis Wealth Advisors (CRD# 292551) is a financial advisory firm headquartered in Castle Rock, CO. They manage $192,939,245 in 1,005 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
20 N Wilcox Street, Suite 106, Castle Rock, CO 80104
https://www.linkedin.com/company/fidelis-wealth-advisors/
By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    1,005
    ACCOUNTS
  • Average Account Value
    $191,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, MO, NC, NE, NV, SC, TX, UT, WY

Financial Advisors at Fidelis Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Lorie Jones, financial advisor Castle Rock CO
Lorie C. Jones
CRD#: 6496668
20 N Wilcox Street, Suite 106, Castle Rock, CO 80104

Lorie Jones (CRD# 6496668) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 8 years of experience in the finance industry.

2
Samuel Tenney, financial advisor Castle Rock CO
Samuel R. Tenney
CRD#: 4232443
20 N Wilcox Street, Suite 106, Castle Rock, CO 80104

Samuel Tenney (CRD# 4232443) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 22 years of experience in the finance industry.

3
Jeffrey Bullock, financial advisor Castle Rock CO
Jeffrey Bullock
CRD#: 5950056
20 N Wilcox Street, Suite 106, Castle Rock, CO 80104

Jeffrey Bullock (CRD# 5950056) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 12 years of experience in the finance industry.

4
Rilee Erickson, financial advisor Castle Rock CO
Rilee Erickson
CRD#: 6853641
Castle Rock, CO

Rilee Erickson (CRD# 6853641) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has 1 year of experience in the finance industry.

5
Travis Wall, financial advisor Chandler TX
Travis L. Wall
CRD#: 7838433
Chandler, TX

Travis Wall (CRD# 7838433) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Chandler, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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