← Back to searchVisit website
HELIOS WEALTH ADVISORS, LLC
CRD 134444 · SEC 801-63986
8703 BROADWAY ST., SUITE 111, PEARLAND, TX, 77584, United States
Phone
713-893-0070
Fax
866-287-6171
Registration
— (—)
Source
State registered
Total AUM
$95.1M
Discretionary AUM
$92.5M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $8.3M |
| High net worth individuals | 21 | $80.6M |
| Pension/profit sharing plans | 2 | $5.4M |
| Charitable organizations | 1 | $811K |
All web addresses on file
Official SEC filing: View on IAPD