FIDELIS WEALTH ADVISORS, LLC of CASTLE ROCK, CO is an SEC-registered investment adviser (CRD 292551). Regulatory assets under management: $210.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 303-800-4683 |
| — | — | 1 | 303-800-4683 |