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Building 2FIDELIS WEALTH ADVISORS

Map pinCASTLE ROCK, CO
Phone303-800-4683
NotebookSEC #801-122530
Total AUM
$210.4M
Employees
5
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 N WILCOX STREET
SUITE 106
CASTLE ROCK
CO 80104
United States
Operating Hours
8 A.M. - 5:00 P.M.
Monday - Friday
Phone
303-800-4683
Other Offices
1

ReceiptFinancials

Total AUM
$210.4M
Accounts
619
Discretionary
$165.9M
Accounts
600
Non-Discretionary
$44.5M
Accounts
19

ContactClients

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Individual Clients
106
AUM
$15.9M
HNW Individual Clients
85
AUM
$150M
Pooled Vehicle Clients
19
AUM
$44.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDNCNENVSCTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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