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Fidelis Wealth Advisors CRD 292551
$210M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-03-17 |
Branch Locations
20 N Wilcox Street Suite 106, Castle Rock, CO 80104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federal Bureau Of Investigation | Denver | CO | 09/2015 | 02/2024 |
| Fidelis Wealth Advisors | Castle Rock | CO | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-02 |
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