# Fidelis Wealth Advisors

> Fidelis Wealth Advisors is an SEC-registered investment advisory firm in Castle Rock, CO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 292551
- Filed as: FIDELIS WEALTH ADVISORS
- Legal name: Fidelis Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Castle Rock, CO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292551
- AdvisorCensus page: https://advisorcensus.com/firm/fidelis-wealth-advisors-castle-rock-co-292551

## Quick answers

**How is Fidelis Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Fidelis Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Fidelis Wealth Advisors located?**
Fidelis Wealth Advisors' principal office is in Castle Rock, CO, according to its Form ADV.

**Is Fidelis Wealth Advisors registered with the SEC or a state?**
Fidelis Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 292551.

**How much does Fidelis Wealth Advisors manage?**
Fidelis Wealth Advisors reports $210,405,970 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (79% discretionary).

**How have Fidelis Wealth Advisors' assets and staff changed since 2022?**
In the Form ADV data for Fidelis Wealth Advisors: Regulatory assets under management: $115,350,872 in the October 2022 data and $210,405,970 in the October 2026 data, up 82%. Total employees: 6 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fidelis Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (85); pooled investment vehicles (other than investment companies and business development companies) (19).

**Which custodians does Fidelis Wealth Advisors use?**
Fidelis Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Fidelis Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292551

**What changed in Fidelis Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name Fearless Financial Advisors, LLC. No longer lists the business name Beaumaris Capital. Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $253,237,003 to $210,405,970 (-17%). No longer lists an office in Highlands Ranch, CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $210,405,970
- Discretionary: $165,909,043
- Non-discretionary: $44,496,927

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $15,894,531 |
| High net worth individuals | 85 | $150,014,512 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 19 | $44,496,927 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, NC, NE, NV, SC, TX, UT, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fidelis-wealth.com
- Facebook @FIDELIS-WEALTH-ADVISORS-518302471857933
- Instagram @fidelis.wealth.advisors
- LinkedIn @FIDELIS-WEALTH-ADVISORS
- YouTube @UCjy-GnHijDaJe-_nx32GJhA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $115,350,872 | 6 | March 28, 2022 |
| October 2023 | $147,963,770 | 3 | September 15, 2023 |
| October 2024 | $192,939,245 | 7 | August 3, 2024 |
| October 2025 | $253,237,003 | 6 | May 2, 2025 |
| October 2026 | $210,405,970 | 5 | March 31, 2026 |

Regulatory assets under management: $115,350,872 in the October 2022 data and $210,405,970 in the October 2026 data, up 82%.
Total employees: 6 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name Fearless Financial Advisors, LLC.
- No longer lists the business name Beaumaris Capital.
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $253,237,003 to $210,405,970 (-17%).
- No longer lists an office in Highlands Ranch, CO.

### February 2026
- Registered or notice-filed in WY.

### January 2026
- No longer registered or notice-filed in MO, WY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fidelis Wealth Advisors (CRD 292551): Form ADV filing data as of October 2026.