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, SEC-registered registered investment adviser organized as an LLC. The firm — registered with the SEC in 2021 — identifies as a capital allocator and serves both individual/family and institutional clients. Its fees combine a percentage of assets under management with fixed-fee engagements. Core advisory services reported include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. The firm does not list ESG investing as an active focus.
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 1JOHN VANSANT
COO & CCOCRD 4584363
Contacts
3 of 4Rilee 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 11Active vs passive
$76.1M in ETFs
95%
$72.4M
1%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $27.3M | 41,758 | 35.84% |
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
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