Fidelis Wealth Advisors
Firm details
- Headquarters
- Castle Rock, Colorado
- CRD number
- 292551
- Registered since
- October 22, 2021
- Website
- fidelis-wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.3%
- Pooled Investment Vehicles21.15%
- Individuals7.55%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fidelis Wealth Advisors is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual, family and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers and educational seminars/workshops. Fee arrangements include both percent‑of‑AUM and fixed‑fee models. Fidelis does not position itself as an ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents20%
- Exchange Traded Equities2%
- US Government Bonds2%
Owners & executives
1 of 1
John Vansant
COO & CCOCRD 4584363
Contacts
3 of 4
Rilee Erickson
Client Relations SpecialistCRD 6853641
Travis Wall
Special AgentCRD 7838433
Samuel Tenney
ProfessionalCRD 4232443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$71.1M in ETFs
95%
$67.2M
4%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.1M | 32,248 | 33.90% |
Location
Castle Rock, CO
Douglas
Location
Castle Rock, CO
Headquartered in Castle Rock, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 20 Wilcox St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Three Peaks Capital Management, LLC
RIACastle Rock, CO
Jackson Creek Investment Advisors LLC
RIACastle Rock, CO
Jackson Wealth Management, LLC
RIACastle Rock, CO
Future Capital Management Inc.
RIACastle Rock, CO
CIM
RIACastle Rock, CO
Capital Asset Management, LLC
RIADenver, CO