RIA Intel›Advisers›Washington›HELIUM ADVISORS LLC

HELIUM ADVISORS LLC

Advisory

N·VANCOUVER, WA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Total AUM

$308M

1-Year AUM Growth

+22.8%

3-Year CAGR

+11.0%

Employees

4

Assets Under Management

Total AUM$308M

Discretionary AUM$283M

Non-Discretionary AUM$25M

Discretionary %91.9%

Total Clients337

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)-11.1%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record18

First FilingAug 15, 2022

Latest FilingFeb 9, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HELIUM ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.