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Telos Wealth Management, LLC

EST. AUM
$75,371,453

CONTACTS
2

CLIENT ACCOUNTS
323

Firm Details

Metro area Seattle
CRD Number 327439
Website teloswealth.com
Client types

Overview

Telos Wealth Management, LLC is a Wenatchee, Washington–based investment adviser focused on purpose-driven wealth planning. Telos delivers financial planning, discretionary investment management, and a comprehensive wealth management engagement that combines ongoing planning with portfolio management and coordination with outside professionals. Telos builds written investment policy guidance, completes risk profiling, and manages portfolios using strategic asset allocation with selective tactical shifts. Telos also leverages third-party research to identify external managers and supports clients with web-based access, reviews, and planning tools designed to align money decisions with values, legacy goals, and long-term purchasing power.

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Investment Preferences

Alternative Activity

Address

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

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