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  5. Fidelis Wealth Advisors, LLC

Fidelis Wealth Advisors, LLC

Company Details

Name: Fidelis Wealth Advisors, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 05 Jul 2017 (8 years ago)
Entity Number: 20171517883
ZIP code: 80104
County: Douglas County
Place of Formation: COLORADO
Principal Address: 20 Wilcox St Unit 106 Castle Rock CO 80104 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST 2023 822747260 2024-10-14 FIDELIS WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3038004683
Plan sponsor’s address 20 N. WILCOX STREET, STE. 106, CASTLE ROCK, CO, 80104

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing LORIE JONES
Valid signature Filed with authorized/valid electronic signature
FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST 2023 822385401 2024-11-15 FIDELIS WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3038004683
Plan sponsor’s address 20 N. WILCOX STREET, STE. 106, CASTLE ROCK, CO, 80104

Signature of
Role Plan administrator
Date 2024-11-15
Name of individual signing SAMUEL TENNEY
Valid signature Filed with authorized/valid electronic signature
FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST 2022 822385401 2023-08-17 FIDELIS WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3038004683
Plan sponsor’s address 20 WILCOX ST, SUITE 106, CASTLE ROCK, CO, 80104
FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST 2021 822385401 2022-07-01 FIDELIS WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3038004683
Plan sponsor’s address 20 WILCOX ST, SUITE 106, CASTLE ROCK, CO, 80104
FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST 2020 822385401 2021-07-19 FIDELIS WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3038004683
Plan sponsor’s address 751 MALETA LANE #203, CASTLE ROCK, CO, 80108
FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST 2019 822385401 2020-07-15 FIDELIS WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3038004683
Plan sponsor’s address 751 MALETA LANE #203, CASTLE ROCK, CO, 80108
FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST 2018 822385401 2019-10-02 FIDELIS WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3038004683
Plan sponsor’s address 751 MALETA LANE #203, CASTLE ROCK, CO, 80108
FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST 2017 822385401 2018-03-12 FIDELIS WEALTH ADVISORS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3038004683
Plan sponsor’s address 751 MALETA LANE #203, CASTLE ROCK, CO, 80108

Agent

Name Role Address
Samuel Rey Tenney Agent 20 Wilcox St Unit 106 Castle Rock CO 80104 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241659830 File Report 2024-06-23 2024-06-23 No data Principal address changed, Change in registered agent information
20231655668 File Report 2023-06-23 2023-06-23 No data Principal address changed, Change in registered agent information
20221781911 File Report 2022-08-12 2022-08-12 No data Principal address changed, Change in registered agent information
20211808256 File Report 2021-08-31 2021-08-31 No data Change of Entity Address
20201539932 File Report 2020-06-23 2020-06-23 No data No data
20191507502 File Report 2019-06-24 2019-06-24 No data No data
20181778364 File Report 2018-10-01 2018-10-01 No data Change of Registered Agent Address / Change of Entity Address
20171517883 Form a Limited Liability Company (LLC) 2017-07-05 2017-07-05 Fidelis Wealth Advisors, LLC No data

Related by officers

Samuel Rey Tenney

Tenney Capital Management, LLC Tenney Holdings, LLC Tenney Properties, LLC Fidelis Properties, LLC

Related by address

20 Wilcox St Unit 106 Castle Rock CO 80104 US

Fidelis Properties, LLC Beaumaris Capital LLC Aztec Surveying and Locating Inc.

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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