Telos Wealth

Telos Wealth (CRD# 327439) is a financial advisory firm headquartered in Wenatchee, WA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
656 N. Miller St., Wenatchee, WA 98801
https://www.teloswealth.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Telos Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Sean Gross, financial advisor Wenatchee WA
Sean P. Gross
CRD#: 1989584
656 N. Miller St., Wenatchee, WA 98801

Sean Gross (CRD# 1989584) is an Investment Advisor Representative working at Telos Wealth in Wenatchee, WA and has over 33 years of experience in the finance industry.

2
Bradley Vander Velde, financial advisor Wenatchee WA
Bradley T. Vander Velde
CRD#: 7463226
656 N. Miller St., Wenatchee, WA 98801

Bradley Vander Velde (CRD# 7463226) is an Investment Advisor Representative working at Telos Wealth in Wenatchee, WA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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