TELOS WEALTH ADVISORS

TELOS WEALTH ADVISORS is an SEC-registered investment adviser (CRD 328209). Regulatory assets under management: $87.6M.

Registration

• CRD: 328209
• Type: Registered investment adviser
• Phone: 704-368-7913
• Latest filing: 2026-07-28
• Regulatory AUM: $87.6M
• Discretionary AUM: $87.1M
• Non-discretionary AUM: $500K
• Clients: 9
• Accounts: 442

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328209 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search