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Telos Private Wealth

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Montgomery
CRD Number
Website telosprivatewealth.com
Client types

Overview

Telos Private Wealth is a financial advisory firm headquartered in Enterprise, Alabama, operating as a registered investment advisory practice under Arkadios Wealth Advisors (FINRA/SIPC). The firm provides comprehensive, personalized financial planning services to individuals, families, business owners, and high-net-worth clients across Alabama, with offices in Enterprise, Birmingham, and Dothan. Core services include retirement planning, investment management, portfolio construction, estate planning, insurance strategies, and tax advisory. The firm employs a structured three-step process — goal assessment, customized strategy design, and ongoing monitoring — to align financial solutions with each client's unique circumstances and risk tolerance. Securities are offered through Arkadios Capital (FINRA/SIPC member), and advisory services are provided through Arkadios Wealth, LLC.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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