Fidelis Wealth Advisors, LLC
● SEC registered since 2021CRD 292551SEC# 801-122530Castle Rock, CO
Reg. AUM
$210.4M
Employees
5
Accounts
619
Location
Castle Rock, CO
Fidelis Wealth Advisors, LLC assets under management
Fidelis Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Castle Rock, CO. The firm has been registered since 2021. It reports $210.4 million in regulatory assets under management and employs 5 people.
Fidelis Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Joseph Vansant Control | Cco | Under 5% | 2025 |
| Samuel Rey Tenney Control | Ceo/Founder | Over 75% | 2018 |
Frequently asked questions
How much does Fidelis Wealth Advisors, LLC manage?
Fidelis Wealth Advisors, LLC reports $210.4 million in regulatory assets under management on its Form ADV.
How many employees does Fidelis Wealth Advisors, LLC have?
Fidelis Wealth Advisors, LLC reports 5 employees.
Where is Fidelis Wealth Advisors, LLC located?
Fidelis Wealth Advisors, LLC is based in Castle Rock, CO and has been SEC-registered since 2021.
Does Fidelis Wealth Advisors, LLC disclose fund performance?
Fidelis Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 N Wilcox Street, Suite 106, Castle Rock, CO 80104 |
| Phone | 303-800-4683 |
| Fax | 855-805-4838 |
| Office hours | 8 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210.4M▼ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$210.4Mregulatory AUM
Discretionary $165.9MNon-discretionary $44.5M