{
  "crd_number": 282356,
  "slug": "helium-advisors-llc-vancouver-wa-282356",
  "primary_business_name": "HELIUM ADVISORS LLC",
  "legal_name": "HELIUM ADVISORS LLC",
  "dbas": [
    "HELIUM ADVISORS"
  ],
  "city": "Vancouver",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-09-15",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-27",
  "carried_forward": false,
  "raum_total": 233777142.0,
  "raum_discretionary": 225435126.0,
  "raum_non_discretionary": 8342016.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 56120555.0,
      "count": 193
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 159485954.0,
      "count": 67
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 18170633.0,
      "count": 19
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "GA",
    "NY",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/HELIUMADVISORS",
    "https://heliumadvisors.com",
    "https://instagram.com/heliumadvisors?hl=en",
    "https://linkedin.com/COMPANY/10661372",
    "https://twitter.com/HELIUMADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282356",
  "city_as_filed": "VANCOUVER",
  "url": "https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356",
  "display_name": "Helium Advisors LLC",
  "summary": "Helium Advisors LLC is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.",
  "citation": "AdvisorCensus. Helium Advisors LLC (CRD 282356): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Helium Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Helium Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Helium Advisors LLC located?",
      "a": "Helium Advisors LLC's principal office is in Vancouver, WA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Helium Advisors LLC registered with the SEC or a state?",
      "a": "Helium Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 282356."
    },
    {
      "q": "How much does Helium Advisors LLC manage?",
      "a": "Helium Advisors LLC reports $233,777,142 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (96% discretionary)."
    },
    {
      "q": "How have Helium Advisors LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Helium Advisors LLC: Regulatory assets under management: $184,135,136 in the October 2022 data and $233,777,142 in the October 2026 data, up 27%. Total employees: 7 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Helium Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (193); high net worth individuals (67); corporations or other businesses not listed above (19)."
    },
    {
      "q": "Which custodians does Helium Advisors LLC use?",
      "a": "Helium Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists 2001 Spring Road, Suite 700, 450 West 33rd Street FL 11, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Helium Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282356"
    },
    {
      "q": "Does Helium Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"There is no account minimum for any of Helium Advisors’ services.\""
    },
    {
      "q": "What changed in Helium Advisors LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in GA."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 184135136.0,
      "total_employees": 7,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 204564734.0,
      "total_employees": 11,
      "filing_date": "2023-06-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 276190032.0,
      "total_employees": 11,
      "filing_date": "2024-08-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 308092194.0,
      "total_employees": 10,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 233777142.0,
      "total_employees": 7,
      "filing_date": "2026-05-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in GA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $308,092,194 to $233,777,142 (-24%).",
        "No longer lists an office in Everett, WA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in PA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in CA, NY, TX, WA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CA, NY, TX, WA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 7 to 4."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Everett, WA.",
        "No longer lists an office in Lafayette, CA.",
        "No longer lists an office in Vancouver, WA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of Helium Advisors’ services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no account minimum for any of Helium Advisors’ services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "2001 Spring Road, Suite 700",
      "name_as_filed": "2001 SPRING ROAD, SUITE 700",
      "affiliated": false
    },
    {
      "name": "450 West 33rd Street FL 11",
      "name_as_filed": "450 WEST 33RD STREET FL 11",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 193,
      "fewer_than_5": false,
      "raum": 56120555.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 159485954.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 19,
      "fewer_than_5": false,
      "raum": 18170633.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282356",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}