# FIDELIS WEALTH ADVISORS, LLC

FIDELIS WEALTH ADVISORS, LLC of CASTLE ROCK, CO is an SEC-registered investment adviser.

## Registration

- CRD: 292551
- Type: SEC-registered investment adviser
- SEC file number: 801-122530
- Location: 20 N WILCOX STREET, SUITE 106, CASTLE ROCK, CO, 80104
- Phone: 303-800-4683
- Latest filing: 2026-03-31
- Regulatory AUM: $210.4M
- Discretionary AUM: $165.9M
- Non-discretionary AUM: $44.5M
- Clients: 5
- Accounts: 619

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Samuel Rey Tenney | CEO/FOUNDER; MANAGING MEMBER/CCO | — |
| John Joseph Vansant | CCO | — |
| Ben Tenney | MEMBER | — |
| TENNEY SAMUEL REY | MANAGING MEMBER/CCO | — |
| Jones Lorie Chantelle | SOLE PROPRIETOR | — |
| Tenney Ben | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292551/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292551/similar
- Related entities: https://search.stillhousedata.com/firm/292551/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292551

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.