# TELOS WEALTH ADVISORS

TELOS WEALTH ADVISORS is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** teloswealthadvisors.com

## Regulatory record

- **CRD number:** 328209
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328209

## About

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.

## 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.

## Related profiles

- [BWB Advisory Group](https://altss.com/profile/bwb-advisory-group)

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Last updated: 2026-08-14T12:30:00.000Z

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