Telos Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,193,730
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
111
21% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
111
Very HighAverage account size
$677,421
About
Telos Wealth Management, LLC is a fee-only registered investment adviser that provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and certain broker-dealer customers under written consulting agreements. The firm offers both ongoing and project-based financial planning and also provides access to fee-based annuity arrangements as part of its planning and investment services.
The firm’s investment process combines fundamental and technical analysis with portfolio construction informed by modern portfolio theory, using both passive and active vehicles across equities, fixed income, mutual funds, and ETFs. Telos may engage outside managers or sub‑advisors to implement portions of client portfolios, provides periodic account reviews tied to client objectives and risk tolerance, and allows clients to impose reasonable investment restrictions in writing.
Notably, Telos operates as a solo practitioner while managing approximately $75.37 million in discretionary assets for about 111 clients, and it maintains a stated household account minimum of $2.5 million (subject to case‑by‑case waivers). The firm’s combination of a single-advisor structure, broker-dealer consulting arrangements, and the disclosed use of outside managers following its registration in 2024 differentiates its service mix from many similarly sized peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Consulting
Expertise
Business sale tax planning
General estate planning guidance
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees between $2,280 to $9,120 for project-based financial planning.
$0 - $250,000: 1.75% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.45% $5,000,001+: 0.25%
$285 per hour for ongoing financial planning and project-based financial planning services.
Account minimum: $2,500,000 (minimum aggregate household balance to open or maintain accounts, may be reduced or waived case-by-case) Fee-only: Fee-only compensation; no commissions received for sales of securities or other investments.
Main office location
Telos Wealth
656 N. Miller St.
Wenatchee WA 98801, United States
Number of offices
1
Most active in
Telos Wealth has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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