Helium Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated March 30, 2026, reports $234M in regulatory assets under management, 7 employees, 1 office, and 690 accounts.
Assets Under Management
$234M
Employees
7
Offices
1 office
Total Clients
279
Primary office
VANCOUVER, WA
222 NE PARK PLAZA DR, PARK TOWER III, SUITE 116, VANCOUVER, WA, United States
Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
193
2
HNWI
24.0%
67
3
Corporations
6.8%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of March 30, 2026
Discretionary96.4%
$225M
96% of total RAUM96.4%
Non-discretionary3.6%
$8M
4% of total RAUM3.6%
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$234M
Total Accounts690
10Y AUM Change+$50M (+27.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* 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.