RIA Intel›Advisers›Colorado›FIDELIS WEALTH ADVISORS, LLC

FIDELIS WEALTH ADVISORS, LLC

Advisory

N·CASTLE ROCK, CO

Data as of Jan 13, 2026 · Source: SEC Form ADV

Total AUM

$253M

1-Year AUM Growth

+30.4%

3-Year CAGR

+24.9%

Employees

6

Assets Under Management

Total AUM$253M

Discretionary AUM$214M

Non-Discretionary AUM$40M

Discretionary %84.4%

Total Clients332

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record16

First FilingSep 22, 2021

Latest FilingJan 13, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIDELIS WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.