# Telos Wealth Advisors

> Telos Wealth Advisors is a state-registered investment advisory firm in Charlotte, NC, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 328209
- Filed as: TELOS WEALTH ADVISORS
- Legal name: Telos Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328209
- AdvisorCensus page: https://advisorcensus.com/firm/telos-wealth-advisors-charlotte-nc-328209

## Quick answers

**How is Telos Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Telos Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Telos Wealth Advisors located?**
Telos Wealth Advisors' principal office is in Charlotte, NC, according to its Form ADV.

**Is Telos Wealth Advisors registered with the SEC or a state?**
Telos Wealth Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328209.

**How much does Telos Wealth Advisors manage?**
Telos Wealth Advisors reports $87,610,000 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (99% discretionary).

**What types of clients does Telos Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (35).

**Does Telos 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328209

**What changed in Telos Wealth Advisors' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $87,610,000
- Discretionary: $87,110,000
- Non-discretionary: $500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $27,610,000 |
| High net worth individuals | 35 | $60,000,000 |
| 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) | 0 | $0 |
| 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- telosfamilyoffice.com
- teloswealthadvisors.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Telos Wealth Advisors (CRD 328209): Form ADV filing data as of October 2026.