Telos Wealth Advisors

Overview

Telos Wealth Advisors is an independent registered investment advisor organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. The firm acts as a capital allocator for individual and family clients, offering fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory capabilities listed on the firm’s profile include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices