Helvetia Investment Advisors is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 30, 2026, reports $507M in regulatory assets under management, 1 employee, and 137 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.6% of total clients.
Top client categories% of clientsClients
1
HNWI
95.6%
131
2
Individuals
4.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$507Mas of March 30, 2026
Discretionary84.1%
$426M
84% of total RAUM84.1%
Non-discretionary15.9%
$81M
16% of total RAUM15.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$507M
Total Accounts137
10Y AUM Change+$458M (+934.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee137:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.