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Fidelis Wealth Advisors

Fidelis Wealth Advisors. CRD 292551

Fidelis Wealth Advisors logo

CRD: 292551

Fidelis Wealth Advisors

Castle Rock, CO, 80104
3038004683
fidelis-wealth.com
$210.4M Total AUM
$165.9M Disc. AUM
-- 3Y CAGR
5 Employees
211 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Harbor crestRidge ridge +more
Established Date
05-11-2018
Office Locations
4

Office Locations

20 N Wilcox Street Suite 106 Castle Rock CO
-- -- --
-- Chandler TX

About Fidelis Wealth Advisors

Fidelis Wealth Advisors is a Colorado-based wealth management and financial planning firm serving individuals and small business clients, with experience supporting employer 401(k) plans and insurance needs. Portfolios lean heavily on ETFs alongside public funds and government bonds. The team includes a dedicated CIO focused on portfolio construction and market insights, and offers a client app for consolidated account views, personalized updates, and secure messaging (with Schwab and Fidelity/NFS as key custodians).

Team overview

-- AVG AGE
$42.1M AVG AUM / ADVISOR
$997.2K AVG AUM / CLIENT
3.1 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Bridge eagle Bridge Harbor Peak north Optima atlas

Client Personas

Radial Oak

Custodian

Value Focus Catalyst Element element Fusion

Investment Themes

Quantum Prime Matrix

Investment Vehicles

Pioneer Insight focus Quantum

Platform

Summit Fusion fusion Focus Harbor signal Catalyst summit

Services

Optima glacier North insight Insight Vertex radial Vital North ridge Harbor Atlas value Frontier insight Radial vertex Frontier bridge Value

Technology

Peak Radial element Foundation vector Alpha atlas

Owner & Executives

SAMUEL REY TENNEY

SAMUEL REY TENNEY

Chief Executive Officer, Financial Advisor, FOUNDER, General Partner

CRD
#4232443
Ownership
75% or more
(707) 277-5720
element.zenith@meridiancapital.com
in linkedin.com/in/glacier-pathway
J

JOHN JOSEPH VANSANT

Chief Compliance Officer

CRD
#4584363
Ownership
Less than 5%
(642) 518-6352
focus.pioneer@beaconcapital.com
in linkedin.com/in/momentum-radial

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Contacts

R

Rilee Erickson

Wealth Advisor

CRD
#6853641
(329) 216-6132
vector.vital@focuscapital.com
in linkedin.com/in/frontier-legacy
K

Karley Grace Fidani

Wealth Advisor

CRD
#7967712
(824) 223-9308
catalyst.pathway@horizoncapital.com
in linkedin.com/in/vital-peak
U

Unison pioneer

Element ember

CRD
#18643
(286) 381-2841
unison.north@summitcapital.com
in linkedin.com/in/horizon-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
11-29-2023
08-03-2024
10-03-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $165,909,043 $276,515
Non-Discretionary $44,496,927 $2,341,944
Total $210,405,970 $339,913

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Separately Managed Accounts

Total SMA Asset: $165,909,043

$165.9M Total SMA
Public Funds:
20.8%
Cash:
32.2%
Equity - Exchange:
15.0%
U.S. Government/Agency:
32.0%
Asset class Assets Assets %
Public Funds $1,507,488,612 20.8%
Cash $2,333,708,332 32.2%
Equity - Exchange $1,087,131,211 15.0%
U.S. Government/Agency $2,319,213,250 32.0%
Total $7,247,541,405 100.0%

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