Telos Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$75,193,730
Clients
111
Advisors
1
of 4 employees
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
Expertise
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
656 N. Miller St.
Wenatchee WA 98801
Advisors at this office
1
Most active in
Washington
Also doing business as
Telos Wealth · Telos Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)