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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FIDELIS WEALTH ADVISORS

FIDELIS WEALTH ADVISORS, LLC, CRD 292551

CASTLE ROCK, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:808b2b08-0035-65d5-e62b-69217a22770e

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Sep 22, 2021 to Mar 31, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.79 fund_share=0.21 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $210MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $166M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $42.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 619
Individual clients: 106
High net worth clients: 85
SEC number: 801-122530
CRD: 292551
Filings on the tape: 23
First filed: Sep 22, 2021
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SAMUEL REY TENNEY	Certified Financial Planner	CASTLE ROCK, CO	8	24	2	no
Rilee Erickson	n/a	CASTLE ROCK, CO \| BIG PINEY, WY	2	10	n/a	no
Travis L Wall	n/a	CASTLE ROCK, CO \| Chandler, TX	2	11	n/a	no
Karley Grace Fidani	n/a	CASTLE ROCK, CO	1	12	n/a	no
JOHN JOSEPH VANSANT	n/a	CASTLE ROCK, CO \| MOUNT PLEASANT, SC	1	21	4	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Jones, Lorie, Chantelle	SOLE PROPRIETOR	E	yes	02/2020	Sep 22, 2021	Aug 3, 2024
TENNEY, SAMUEL, REY	MANAGING MEMBER/CCO	E	yes	01/2018	Sep 22, 2021	Aug 3, 2024
Tenney, Ben	Member	Na	no	12/2022	Jan 31, 2023	Aug 3, 2024
TEUTATES FINANCIAL, LLC	Owner	Na	no	01/2020	Sep 22, 2021	Aug 3, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$210M	$166M	5	5	1	n/a	n/a
2024	Mar 26, 2025	$253M	$214M	6	6	2	n/a	n/a
2023	Mar 29, 2024	$193M	$160M	7	4	1	n/a	n/a
2022	Jan 31, 2023	$148M	$127M	3	3	0	n/a	n/a
2021	Jan 20, 2022	$115M	$91.1M	6	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$210M	$253M	-16.9%	$148M	12.5%	5	6	1	2

Relationships

Registered with (8)

← JOHN JOSEPH VANSANTAdvisorregistration: current employment
Aug 25, 2025 to presentfactForm ADV
← Karley Grace FidaniAdvisorregistration: current employment
Sep 24, 2024 to presentfactForm ADV
← Travis L WallAdvisorregistration: current employment
Mar 17, 2024 to presentfactForm ADV
← Rilee EricksonAdvisorregistration: current employment
Dec 22, 2023 to presentfactForm ADV
← SAMUEL REY TENNEYAdvisorregistration: current employment
May 11, 2018 to presentfactForm ADV
← Lorie Chantelle JonesAdvisorregistration: previous registration
May 16, 2018 to Sep 19, 2025factForm ADV
← JEFFREY BOYD BULLOCKAdvisorregistration: previous registration
May 13, 2021 to May 7, 2025factForm ADV
← ROBBYN MICHAEL RICHARDSONAdvisorregistration: previous registration
Aug 3, 2018 to Jun 12, 2019factForm ADV

Controls (2)

← TENNEY, SAMUEL, REYOwnerMANAGING MEMBER/CCO, ownership code E, individual
Sep 22, 2021 to Aug 3, 2024factForm ADV
← Jones, Lorie, ChantelleOwnerSOLE PROPRIETOR, ownership code E, individual
Sep 22, 2021 to Aug 3, 2024factForm ADV

Owns (2)

← Tenney, BenOwnerMEMBER, ownership code NA, individual
Jan 31, 2023 to Aug 3, 2024factForm ADV
← TEUTATES FINANCIAL, LLCOwnerOWNER, ownership code NA, domestic entity
Sep 22, 2021 to Aug 3, 2024factForm ADV

Dated events

Occurred
Sep 19, 2025
Advisor changed firm
Lorie Chantelle Jones left Fidelis Wealth Advisors for Tandem Financial, Llc (registered 2026-07-08)
Form ADVobserved 4 days ago
Occurred
May 7, 2025
Advisor changed firm
Jeffrey Boyd Bullock left Fidelis Wealth Advisors for Cedarwood Wealth (registered 2025-03-13)
Form ADVobserved 4 days ago
Occurred
Sep 22, 2021
First Form ADV filing
Fidelis Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:808b2b08-0035-65d5-e62b-69217a22770e
First observed: Sep 22, 2021
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIDELIS WEALTH ADVISORS

FIDELIS WEALTH ADVISORS, LLC, CRD 292551

CASTLE ROCK, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:808b2b08-0035-65d5-e62b-69217a22770e

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SAMUEL REY TENNEY

Certified Financial Planner

CASTLE ROCK, CO

Rilee Erickson

n/a

CASTLE ROCK, CO | BIG PINEY, WY

n/a

Travis L Wall

n/a

CASTLE ROCK, CO | Chandler, TX

n/a

Karley Grace Fidani

n/a

CASTLE ROCK, CO

n/a

JOHN JOSEPH VANSANT

n/a

CASTLE ROCK, CO | MOUNT PLEASANT, SC

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Jones, Lorie, Chantelle

SOLE PROPRIETOR

yes

02/2020

Sep 22, 2021

Aug 3, 2024

TENNEY, SAMUEL, REY

MANAGING MEMBER/CCO

yes

01/2018

Sep 22, 2021

Aug 3, 2024

Tenney, Ben

Member

12/2022

Jan 31, 2023

Aug 3, 2024

TEUTATES FINANCIAL, LLC

Owner

01/2020

Sep 22, 2021

Aug 3, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$210M

$166M

n/a

2024

Mar 26, 2025

$253M

$214M

n/a

2023

Mar 29, 2024

$193M

$160M

n/a

2022

Jan 31, 2023

$148M

$127M

n/a

2021

Jan 20, 2022

$115M

$91.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$210M

$253M

-16.9%

$148M

12.5%