RIA Intel›Advisers›Washington›TELOS WEALTH MANAGEMENT, LLC

TELOS WEALTH MANAGEMENT, LLC

Advisory

WENATCHEE, WA

Data as of May 22, 2026 · Source: SEC Form ADV

Rank in WA

#434

of 505 advisers by AUM

Average account

$233K

across 323 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients113

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

113 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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SHELGREN FINANCIAL GROUP, INC.

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TIMEPIECE FINANCIAL PLANNING, INC.

BATTLE GROUND, WA

$74M

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