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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BECKY & BEN TENNEY TRUST DATED 4-18-17 | DE | OWNER | NA | |
| BECKY & BEN TENNEY TRUST DATED 4-18-17 | DE | OWNER | NA | |
| BECKY & BEN TENNEY TRUST DATED 4-18-17 | DE | OWNER | NA | |
| BECKY & BEN TENNEY TRUST DATED 4-18-17 | DE | OWNER | NA | |
| C. REY TENNEY TRUST, DATED 12/2/12 | DE | OWNER | NA | |
| C. REY TENNEY TRUST, DATED 12/2/12 | DE | OWNER | NA | |
| C. REY TENNEY TRUST, DATED 12/2/12 | DE | OWNER | NA | |
| C. REY TENNEY TRUST, DATED 12/2/12 | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| TEUTATES FINANCIAL, LLC | DE | OWNER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| Tenney, Ben | I | MEMBER | NA | |
| VANSANT, JOHN, JOSEPH | I | CCO | NA | Control |
| VANSANT, JOHN, JOSEPH | I | CCO | NA | Control |
| VANSANT, JOHN, JOSEPH | I | CCO | NA | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | MANAGING MEMBER/CCO | E | Control |
| TENNEY, SAMUEL, REY | I | CEO/FOUNDER | E | Control |
| TENNEY, SAMUEL, REY | I | CEO/FOUNDER | E | Control |
| TENNEY, SAMUEL, REY | I | CEO/FOUNDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
| Jones, Lorie, Chantelle | I | TEUTATES FINANCIAL, LLC | E | Control |
Registrations
Federal
IA
Oct 3, 2025 REGISTERED
Notice Filings (13)
AZ CA CO ID LA MN MO NC NE NV SC TX UT
Address
20 N WILCOX STREETSUITE 106
CASTLE ROCK, CO 80104
United States
Phone: 303-800-4683