Fidelis Wealth Advisors

  • Financial Services
  • Castle Rock CO
  • 6 employees
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Company Overview

Headquarters
20 Wilcox St Suite 106, Castle Rock CO
Website
fidelis-wealth.com
Phone
(303) 800-4683
Employees
6
Founded in
2017
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$4B

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Fidelis Wealth Advisors Industry Tags

Insurance Planning
Retirement Planning
Financial Planning
Investment Management
Education Planning
Estate Planning
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Fidelis Wealth Advisors Tech Stack

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FAQ

What is the location of Fidelis Wealth Advisors's headquarters?
The headquarters of Fidelis Wealth Advisors are situated at 20 Wilcox St Suite 106, Castle Rock CO
What is Fidelis Wealth Advisors's phone number?
Fidelis Wealth Advisors's contact number is (303) 800-4683.
What is Fidelis Wealth Advisors's official website?
The official website of Fidelis Wealth Advisors can be found at fidelis-wealth.com.
What is Fidelis Wealth Advisors's current revenue?
As of October 2019, Fidelis Wealth Advisors's annual revenue reached $4B.
How many employees does Fidelis Wealth Advisors currently have?
Fidelis Wealth Advisors employs approximately 6+ people as of October 2019
Which industries is Fidelis Wealth Advisors primarily operating in?
Fidelis Wealth Advisors operates in the following industries: Credit, Finance
What are Fidelis Wealth Advisors's industry tags?
Fidelis Wealth Advisors's industry tags include: Insurance Planning, Retirement Planning, Financial Planning
When was Fidelis Wealth Advisors founded?
Fidelis Wealth Advisors was founded in 2017.

Employee Directory

Key Employees

Rilee Erickson

Financial Advisor

Phone Email

Lorie Jones

Chief Operations Officer

Phone Email