FIDELIS WEALTH ADVISORS

20 N Wilcox Street
Suite 106
Castle Rock, Colorado 80104
Tel: 303-800-4683

About FIDELIS WEALTH ADVISORS

FIDELIS WEALTH ADVISORS, formally registered with the SEC as FIDELIS WEALTH ADVISORS. The firm was established in 10/22/2021. They have over 2 offices throughout the country.

FIDELIS WEALTH ADVISORS is a Castle Rock, Colorado based Financial Planning firm with nearly $192,939,245 assets under management, offering retirement planning & investment advisory services to 1005 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292551
SEC#	801-122530
Assets Managed by Firm	$192,939,245
No. of Clients	1005
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1005	$192,939,245
Individuals (other than high net worth individuals)	224	$71,631,580
High net worth individuals	43	$90,653,715
Pension and profit sharing plans	20	$30,653,950

More Retirement Planning firms in Castle Rock, Colorado:

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JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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