At Fidelis Wealth Advisors, we provide unbiased advice to help you grow your assets—and your confidence. Our only agenda is to meet yours, and learn what you hope to accomplish in life. Working together, we can create a highly rewarding relationship. And a successful end game. It’s all part of our commitment to invest heavily in just one thing: you.
View Top Employees from Fidelis Wealth AdvisorsWebsite | http://www.fidelis-wealth.com |
Revenue | $4 million |
Employees | 4 (2 on RocketReach) |
Founded | 2017 |
Address | 20 Wilcox St Suite 106, Castle Rock, Colorado 80104, US |
Phone | (303) 800-4683 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Fidelis Wealth Advisors annual revenue was $4 million in 2024.
Lorie Jones is the Chief Operations Officer of Fidelis Wealth Advisors.
2 people are employed at Fidelis Wealth Advisors.
Fidelis Wealth Advisors is based in Castle Rock, Colorado.
The NAICS codes for Fidelis Wealth Advisors are [52393, 52, 523, 5239].
The SIC codes for Fidelis Wealth Advisors are [62, 628].