# Telos Wealth

> Telos Wealth is a state-registered investment advisory firm in Wenatchee, WA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 327439
- Filed as: TELOS WEALTH
- Legal name: Telos Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wenatchee, WA
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327439
- AdvisorCensus page: https://advisorcensus.com/firm/telos-wealth-wenatchee-wa-327439

## Quick answers

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

**Where is Telos Wealth located?**
Telos Wealth's principal office is in Wenatchee, WA, according to its Form ADV.

**Is Telos Wealth registered with the SEC or a state?**
Telos Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 327439.

**How much does Telos Wealth manage?**
Telos Wealth reports $75,371,453 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**What types of clients does Telos Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (23); charitable organizations (2).

**Does Telos Wealth 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/327439

## 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: $75,371,453
- Discretionary: $75,371,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $23,964,807 |
| High net worth individuals | 23 | $51,228,923 |
| Charitable organizations | 2 | $177,723 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Telos Wealth (CRD 327439): Form ADV filing data as of October 2026.