HELIUM ADVISORS LLC

CRD 282356File 801-126557

APPROVED

Retail clients

Custody

Filing as of May 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$233.8M

Below cohort median (national)

Discretionary AUM

$225.4M

Non-discretionary $8.3M

Clients

279

690 accounts

Employees

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
Website: HTTPS://WWW.FACEBOOK.COM/HELIUMADVISORS/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.