Fidelis Wealth Advisors

CRD 292551 · Castle Rock, CO · $210.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 292551
SEC number: 801-122530
Firm type: RIA
Assets under management: $210.4M as of Mar 31, 2026
Website: www.facebook.com/FIDELIS-WEALTH-ADVISORS-518302471857933 ↗
Phone: 303-800-4683
Address: 20 N Wilcox Street, Castle Rock, CO, 80104

Advisors at this firm

5 in our index · page 1 of 1

Rilee EricksonCRD 6853641 · Big Piney, WY

IA Registered
Karley Grace FidaniCRD 7967712 · Castle Rock, CO

IA Registered
Samuel Rey TenneyCRD 4232443 · Castle Rock, CO

IA RegisteredRegistration inactive
John Joseph VansantCRD 4584363 · Mount Pleasant, SC

IA RegisteredBroker
Travis L WallCRD 7838433 · Chandler, TX

IA Registered

Source & corrections

Where this page comes from

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