Telos Wealth Advisors

RIASEC Registered

Total AUM

$75M

Discretionary

$74.5M

99% of AUM

Avg account

$187K

Accounts

402

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 328209
Website: teloswealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI60%
Individuals40%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Telos Wealth Advisors is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm functions as a capital allocator and provides a mix of planning and investment services: financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting, and the selection of third‑party advisers. Its fee model combines a percentage-of-AUM component with fixed fees. The firm does not identify as an active ESG investor and appears to operate within a single state jurisdiction.