Fidelis Wealth Advisors, LLC
Colorado
Registered In
07/05/2017
Incorp. Date
Company Summary
Fidelis Wealth Advisors, LLC at 20 Wilcox ST UNIT 106, Castle Rock, Co 80104 lists Samuel Rey Tenney of Castle Rock, CO and a DBA of Fidelis Wealth Advisors.
- Registered In
- Colorado
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Samuel Rey Tenney
Registered Agent
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20 WILCOX ST UNIT 106, CASTLE ROCK, CO 80104
(View Past Addresses)
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20 WILCOX ST UNIT 106, CASTLE ROCK, CO 80104
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Fidelis Wealth Advisors
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Castle Rock, CO Castle Rock, CO | ||
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Fidelis Wealth Group
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Castle Rock, CO Castle Rock, CO |
Financial Information for Fidelis Wealth Advisors, LLC
Form 5500
FIDELIS WEALTH ADVISORS, LLC
20 Wilcox St, Suite 106, Castle Rock, Co 80104 (303) 800-4683 EIN:82-2385401 Plan Admin:Samuel R. Tenney| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$243,807 / $189,066 | 2022 | FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST - Plan #001 | 5 / 5 | $243,807 / $189,066 |
| 2021 | Plan NameFIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$183,139 / $243,807 | 2021 | FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST - Plan #001 | 5 / 5 | $183,139 / $243,807 |
| 2020 | Plan NameFIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY2 / 5 Assets BOY/EOY$123,656 / $183,139 | 2020 | FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST - Plan #001 | 2 / 5 | $123,656 / $183,139 |
| 2019 | Plan NameFIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$73,026 / $123,656 | 2019 | FIDELIS WEALTH ADVISORS 401(K) PLAN & TRUST - Plan #001 | 2 / 2 | $73,026 / $123,656 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FIDELIS WEALTH ADVISORS LLC
751 Maleta Ln #203, Castle Rock, Co 80108-7606 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$47,500 Forgiven$48,030 LenderInBank Jobs6 | 04/28/2020 | $47,500 | $48,030 | InBank | 6 |
PPP Loans based on Paycheck Protection Program.
Address Match:20 Wilcox St Unit 106 Castle Rock, CO
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The following government agencies have contributed data:
Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration
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