TELOS WEALTH

TELOS WEALTH of WENATCHEE, WA is an SEC-registered investment adviser (CRD 327439). Regulatory assets under management: $75.4M.

Registration

• CRD: 327439
• Type: Registered investment adviser
• Location: 656 N. MILLER ST., WENATCHEE, WA, 98801
• Phone: 509-664-8844
• Latest filing: 2026-05-22
• Regulatory AUM: $75.4M
• Discretionary AUM: $75.4M
• Clients: 4
• Accounts: 323

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327439 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search