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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-2024
- Office Locations
- 1
Office Locations
About Telos Wealth
Telos Wealth Management, LLC is a Washington-registered investment adviser in Wenatchee providing client-centered financial planning, wealth management, and investment management. The firm emphasizes building a tailored financial blueprint aligned to clients’ goals and values, supported by ongoing engagement through its Telos Wealth client portal and Commonwealth Investor360 access.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SEAN PAUL GROSS
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, CO FOUNDER
- CRD
- #1989584
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,371,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,371,453 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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