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Cybercrime Awareness Bulletin

Fidelis Wealth Advisors | Jun 11, 2025

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Fidelis Wealth Advisors, LLC is a registered investment advisor located in Colorado. Fidelis Wealth Advisors, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Fidelis Wealth Advisors, LLC maintains clients. Fidelis Wealth Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Fidelis Wealth Advisors, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Fidelis Wealth Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Fidelis Wealth Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Fidelis Wealth Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Fidelis Wealth Advisors, LLC, please contact the SEC, FINRA or the state securities regulators for those states in which Fidelis Wealth Advisors, LLC maintains a filing. A copy of Fidelis Wealth Advisors, LLC’s current written disclosure statement discussing Fidelis Wealth Advisors, LLC’s business operations, service, and fees is available from Fidelis Wealth Advisors, LLC upon written request. Fidelis Wealth Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Fidelis Wealth Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Fidelis Wealth Advisors, LLC) made reference to directly or indirectly by Fidelis Wealth Advisors, LLC in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Fidelis Wealth Advisors, LLC’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Fidelis Wealth Advisors, LLC’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). 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