FIDELIS WEALTH ADVISORS, LLC
Doing business as FIDELIS WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$210,405,970
Discretionary
$165,909,043
Non-discretionary
$44,496,927
Firm details
- CRD number
- 292551
- SEC file number
- 801-122530
- Main office
- CASTLE ROCK, CO, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.