# Helios Wealth Advisors, LLC

> Helios Wealth Advisors, LLC is a state-registered investment advisory firm in Pearland, TX, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 134444
- Filed as: HELIOS WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pearland, TX
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134444
- AdvisorCensus page: https://advisorcensus.com/firm/helios-wealth-advisors-llc-pearland-tx-134444

## Quick answers

**How is Helios Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Helios Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Helios Wealth Advisors, LLC located?**
Helios Wealth Advisors, LLC's principal office is in Pearland, TX, according to its Form ADV.

**Is Helios Wealth Advisors, LLC registered with the SEC or a state?**
Helios Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 134444.

**How much does Helios Wealth Advisors, LLC manage?**
Helios Wealth Advisors, LLC reports $95,054,274 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (97% discretionary).

**What types of clients does Helios Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Helios Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/134444

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $95,054,274
- Discretionary: $92,484,421
- Non-discretionary: $2,569,853

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $8,270,348 |
| High net worth individuals | 21 | $80,570,478 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,402,027 |
| Charitable organizations | 1 | $811,421 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2005 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- helioswealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Helios Wealth Advisors, LLC (CRD 134444): Form ADV filing data as of October 2026.