TELOS WEALTH

RIASEC Registered

Total AUM

$75.4M

Discretionary

$75.4M

100% of AUM

Avg account

$233K

Accounts

323

Employees

Advisory reps

Firm details

Headquarters: WENATCHEE, Washington
CRD number: 327439
Website: www.teloswealth.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.97%
Individuals31.8%
Charitable Organizations0.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Telos Wealth operates as an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm functions as a capital allocator, serving both individual and family clients as well as institutional relationships. Its advisory offerings emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. Telos charges a mix of fee arrangements including a percentage of assets under management, hourly billing, and fixed fees. The firm does not self-identify as an active ESG investor, is not a multi‑state adviser, and does not act as a pension consultant.