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Telos Wealth Management Employee Directory

Financial ServicesWashington, United States2-10 Employees

Telos Wealth Management is a small financial services firm based in Wenatchee, Washington. The firm emphasizes helping clients identify what truly matters to them and align their financial decisions with those personal goals. Its advisory approach centers on three core aims: fostering a lasting legacy, protecting loved ones from financial risks, and preserving purchasing power through growth and risk management. Securities and advisory services are provided through Commonwealth Financial Network, a registered investment adviser.

Its communications are targeted to individuals residing in eight states—CA, HI, MT, OH, NC, VA, AZ, and WA—reflecting regulatory requirements governing investment offerings. Operating within the financial services sector, Telos Wealth Management delivers guidance and planning intended to help clients manage wealth in a way that aligns with their personal objectives.

Find Telos Wealth Management employees' phone numbers or email addresses

Telos Wealth Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Telos Wealth Management's Leadership

  • Stylized image of a person
    K. B.
    Director Of Client Service
    Phone icon
    Mobile Phone

Telos Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Telos Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Director Of Client Service
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Telos Wealth Management known for?

Minus sign iconPlus sign iconTelos Wealth Management was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 385 East Penny Road Suite 103 Wenatchee, Washington 98801 United States; you can contact the main corporate office by phone at
+1-509-664-****
. Explore Telos Wealth Management's company overview page for more information.

What is Telos Wealth Management's most common email format?

Minus sign iconPlus sign iconTelos Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Telos Wealth Management email formats with LeadIQ.

How many employees does Telos Wealth Management have currently?

Minus sign iconPlus sign iconTelos Wealth Management has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Telos Wealth Management's key employees and leadership?

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As of February 2026, Telos Wealth Management's key employees include:

  • Director Of Client Service: K. B.

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