Assets Under Management
$253.2M
Number of Clients
332
Number of Advisors
5
Average Client AUM
$763K
AUM per Advisor
$50.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fidelis Wealth Advisors offers investment management, financial planning, and consulting services to individuals, high net worth individuals, pension and profit-sharing plans, employee-sponsored retirement plans, charitable organizations, trusts, estates, and corporations. They manage accounts on a discretionary and non-discretionary basis, allocating assets among various securities and funds.
20 N Wilcox Street, Suite 106, Castle Rock, CO, 80104