FIDELIS WEALTH ADVISORS, LLC
Legal name: FIDELIS WEALTH ADVISORS
CRD #292551 SEC #801-122530 CASTLE ROCK, CO 303-800-4683
SEC Registered
Total AUM
$253.2M
Discretionary
$213.7M
Employees
6
Clients
1
Accounts
1,138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $253.2M | $213.7M | $39.6M | 6 | 2 |
| Sep 2025 | $253.2M | $213.7M | $39.6M | 6 | 2 |
| Sep 2025 | $253.2M | $213.7M | $39.6M | 6 | 2 |
| May 2025 | $253.2M | $213.7M | $39.6M | 6 | 2 |
| Mar 2025 | $253.2M | $213.7M | $39.6M | 6 | 2 |
| Aug 2024 | $192.9M | $160.2M | $32.7M | 7 | 2 |
| Jul 2024 | $192.9M | $160.2M | $32.7M | 7 | 2 |
| Apr 2024 | $192.9M | $160.2M | $32.7M | 7 | 2 |
| Mar 2024 | $192.9M | $160.2M | $32.7M | 7 | 2 |
| Jan 2024 | $148M | $126.7M | $21.3M | 3 | 1 |
| Jan 2024 | $148M | $126.7M | $21.3M | 3 | 1 |
| Nov 2023 | $148M | $126.7M | $21.3M | 3 | 1 |
| Oct 2023 | $148M | $126.7M | $21.3M | 3 | 1 |
| Sep 2023 | $148M | $126.7M | $21.3M | 3 | 1 |
| Apr 2023 | $148M | $126.7M | $21.3M | 3 | 1 |
| Feb 2023 | $148M | $126.7M | $21.3M | 3 | 1 |
| Jan 2023 | $148M | $126.7M | $21.3M | 3 | 1 |
| Mar 2022 | $115.4M | $91.1M | $24.3M | 6 | 1 |
| Jan 2022 | $115.4M | $91.1M | $24.3M | 6 | 1 |
| Oct 2021 | $102M | $78.3M | $23.7M | 5 | 1 |
| Sep 2021 | $102M | $78.3M | $23.7M | 5 | 1 |
DateOct 2025
Total AUM$253.2M
Discretionary$213.7M
Non-Disc.$39.6M
Employees6
Clients2
DateSep 2025
Total AUM$253.2M
Discretionary$213.7M
Non-Disc.$39.6M
Employees6
Clients2
DateSep 2025
Total AUM$253.2M
Discretionary$213.7M
Non-Disc.$39.6M
Employees6
Clients2
DateMay 2025
Total AUM$253.2M
Discretionary$213.7M
Non-Disc.$39.6M
Employees6
Clients2
DateMar 2025
Total AUM$253.2M
Discretionary$213.7M
Non-Disc.$39.6M
Employees6
Clients2
DateAug 2024
Total AUM$192.9M
Discretionary$160.2M
Non-Disc.$32.7M
Employees7
Clients2
DateJul 2024
Total AUM$192.9M
Discretionary$160.2M
Non-Disc.$32.7M
Employees7
Clients2
DateApr 2024
Total AUM$192.9M
Discretionary$160.2M
Non-Disc.$32.7M
Employees7
Clients2
DateMar 2024
Total AUM$192.9M
Discretionary$160.2M
Non-Disc.$32.7M
Employees7
Clients2
DateJan 2024
Total AUM$148M
Discretionary$126.7M
Non-Disc.$21.3M
Employees3
Clients1
DateJan 2024
Total AUM$148M
Discretionary$126.7M
Non-Disc.$21.3M
Employees3
Clients1
DateNov 2023
Total AUM$148M
Discretionary$126.7M
Non-Disc.$21.3M
Employees3
Clients1
DateOct 2023
Total AUM$148M
Discretionary$126.7M
Non-Disc.$21.3M
Employees3
Clients1
DateSep 2023
Total AUM$148M
Discretionary$126.7M
Non-Disc.$21.3M
Employees3
Clients1
DateApr 2023
Total AUM$148M
Discretionary$126.7M
Non-Disc.$21.3M
Employees3
Clients1
DateFeb 2023
Total AUM$148M
Discretionary$126.7M
Non-Disc.$21.3M
Employees3
Clients1
DateJan 2023
Total AUM$148M
Discretionary$126.7M
Non-Disc.$21.3M
Employees3
Clients1
DateMar 2022
Total AUM$115.4M
Discretionary$91.1M
Non-Disc.$24.3M
Employees6
Clients1
DateJan 2022
Total AUM$115.4M
Discretionary$91.1M
Non-Disc.$24.3M
Employees6
Clients1
DateOct 2021
Total AUM$102M
Discretionary$78.3M
Non-Disc.$23.7M
Employees5
Clients1
DateSep 2021
Total AUM$102M
Discretionary$78.3M
Non-Disc.$23.7M
Employees5
Clients1