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TELOS WEALTH ADVISORS
TELOS WEALTH ADVISORS is a state-registered investment adviser in CHARLOTTE, NC. The firm manages $75 million in regulatory assets under management, $75...
TELOS WEALTH ADVISORS
TELOS WEALTH ADVISORS is a state-registered investment adviser in CHARLOTTE, NC. The firm manages $75 million in regulatory assets under management, $75 million on a discretionary basis. It has 9 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
What is Telos Wealth Advisors' regulatory posture?
The firm as an investment adviser and also operates as a licensed insurance agency, according to its Form ADV. This dual registration means the firm acts as a fiduciary on advisory accounts while earning commissions on brokerage and insurance transactions—a hybrid model that requires clear disclosure to clients. Advisors at the firm hold Series 65 and insurance licenses.
Does the firm provide tax or legal advice?
Telos Wealth Advisors incorporates tax-aware strategies into its financial planning—such as asset location and tax-efficient portfolio rebalancing—but does not offer stand-alone tax preparation or legal services. The firm coordinates with clients' outside CPAs and estate attorneys to integrate its investment management with broader tax and legacy goals.
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