Fidelis Wealth Advisors, Llc
- Regulatory AUM
- $210M
- Discretionary
- $166M
- Clients
- 210
- Avg AUM / client
- $1.0M
- Accounts
- 619
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 106 | $15.9M | 7.55% |
| High net worth individuals | 85 | $150M | 71.3% |
| Pooled investment vehicles (non-investment companies) | 19 | $44.5M | 21.1% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samuel Rey Tenney | Managing Member/Cco | CFP | Jan 2018 (9y) | 75% or more |
| Lorie Chantelle Jones | Sole Proprietor | CFP | Feb 2020 (7y) | ≈ 0% – 5% via Teutates Financial, Llc |
| Tenney, Ben | Member | Dec 2022 (4y) | Less than 5% | |
| Rilee Erickson | Registered representative | Dec 2023 (3y) | ||
| Travis L Wall | Registered representative | Mar 2024 (2y) | ||
| Karley Grace Fidani | Registered representative | Sep 2024 (2y) | ||
| John Joseph Vansant | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Teutates Financial, Llc | Owner | Jan 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lorie Chantelle Jones: 75% – 100% of Teutates Financial, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $155M (74% of AUM) Mar 2026
- Charles Schwab & Co. $5.9M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗