Overview
Assets Under Management: $253 million
Headquarters: CASTLE ROCK, CO
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
FIDELIS WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292551), FIDELIS WEALTH ADVISORS is subject to fiduciary duty under federal law.
FIDELIS WEALTH ADVISORS is headquartered in CASTLE ROCK, CO.
FIDELIS WEALTH ADVISORS serves 68 high-net-worth clients according to their SEC filing dated January 13, 2026. View client details ↓
According to their SEC Form ADV, FIDELIS WEALTH ADVISORS offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
FIDELIS WEALTH ADVISORS manages $253 million in client assets according to their SEC filing dated January 13, 2026.
According to their SEC Form ADV, FIDELIS WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,138
Discretionary Accounts: 1,099
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 292551
Filing ID: 2036558
Last Filing Date: 2026-01-13 14:48:26