Helium Advisors LLC
Helium Advisors LLC is an SEC-registered mass-market adviser in Vancouver, WA with $233.8M assets under management (AUM, regulatory AUM), -24% over one year. See who owns Helium Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282356, SEC 801-126557, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $233.8M (2026-05-27)
- Firm type
- Mass-Market Adviser
- Location
- Vancouver, WA
- Employees
- 7
- Clients
- 279
- CRD
- 282356
- Ownership
- RUSSELL, GARY, NICHOLAS; MORIN, HOWARD, ALEXANDER; FELDMAN, RUSTIN, JJ; WEERAMANTRY, ROSHAN; KATAHDIN VENTURES LLC
How much AUM does Helium Advisors LLC have?
Helium Advisors LLC reported $233.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Helium Advisors LLC?
Disclosed owners and executives of Helium Advisors LLC include RUSSELL, GARY, NICHOLAS, MORIN, HOWARD, ALEXANDER, FELDMAN, RUSTIN, JJ, WEERAMANTRY, ROSHAN, KATAHDIN VENTURES LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.