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HELIUM ADVISORS LLC
CRD 282356File 801-126557
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$233.8M
Below cohort median (national)
Discretionary AUM
$225.4M
Non-discretionary $8.3M
Clients
279
690 accounts
Employees
7
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 15, 2022
- Principal office
- 222 NE PARK PLAZA DR, PARK TOWER III, SUITE 116, VANCOUVER, WA, 98684
- Phone
- (425) 214-1533
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $233.8M
- Discretionary AUM
- $225.4M
- Non-discretionary AUM
- $8.3M
- Discretionary accounts
- 674
- Non-discretionary accounts
- 16
- Total accounts
- 690
- AUM per client
- $838K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $18.2M |
| High net worth individuals | 67 | $159.5M |
| Individuals (other than high net worth individuals) | 193 | $56.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 337 | 279 | decreased by58 |
| Apr 1, 2026 | AUM | $308,092,194 | $233,777,142 | decreased by$74,315,052 |
| Apr 1, 2026 | Accounts | 896 | 690 | decreased by206 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 7 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 183 | 337 | increased by154 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $184,135,136 | $308,092,194 | increased by$123,957,058 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 487 | 896 | increased by409 |
| Oct 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HELIUM ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HELIUM ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.