RIA Intel›Advisers›Oregon›TRIHELIX WEALTH COLLECTIVE LLC

TRIHELIX WEALTH COLLECTIVE LLC

Advisory

OR

Data as of Aug 25, 2026 · Source: SEC Form ADV

Average account

$85K

across 293 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients153

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

153 clients

The full client-type breakdown and the share of AUM each category represents.

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