HELIUM ADVISORS LLC

CRD 282356 · SEC 801-126557

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222 NE PARK PLAZA DR, PARK TOWER III, SUITE 116, VANCOUVER, WA, 98684, United States

Phone

(425) 214-1533

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$233.8M

Discretionary AUM

$225.4M

Team

7 total employees; 4 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	193	$56.1M
High net worth individuals	67	$159.5M
Corporations/business entities	19	$18.2M

States served

AZ, CA, GA, NY, PA, WA, TX

All web addresses on file

HTTPS://WWW.FACEBOOK.COM/HELIUMADVISORS/
HTTPS://WWW.LINKEDIN.COM/COMPANY/10661372/
HTTPS://TWITTER.COM/HELIUMADVISORS
HTTP://WWW.HELIUMADVISORS.COM
https://www.instagram.com/heliumadvisors/?hl=en

Official SEC filing: View on IAPD