# Helium Advisors LLC

> 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.

- CRD: 282356
- Filed as: HELIUM ADVISORS LLC
- Also doing business as: HELIUM ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282356
- AdvisorCensus page: https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356

## Quick answers

**How is Helium Advisors LLC compensated?**
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).

**Where is Helium Advisors LLC located?**
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).

**Is Helium Advisors LLC registered with the SEC or a state?**
Helium Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 282356.

**How much does Helium Advisors LLC manage?**
Helium Advisors LLC reports $233,777,142 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (96% discretionary).

**How have Helium Advisors LLC's assets and staff changed since 2022?**
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.

**What types of clients does Helium Advisors LLC serve?**
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).

**Which custodians does Helium Advisors LLC use?**
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.

**Does Helium 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 SEC record: https://adviserinfo.sec.gov/firm/summary/282356

**Does Helium Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "There is no account minimum for any of Helium Advisors’ services."

**What changed in Helium Advisors LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> There is no account minimum for any of Helium Advisors’ services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- 2001 Spring Road, Suite 700
- 450 West 33rd Street FL 11
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $233,777,142
- Discretionary: $225,435,126
- Non-discretionary: $8,342,016

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 193 | $56,120,555 |
| High net worth individuals | 67 | $159,485,954 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 19 | $18,170,633 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, GA, NY, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- heliumadvisors.com
- Facebook @HELIUMADVISORS
- Instagram @heliumadvisors
- LinkedIn @10661372
- X @HELIUMADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $184,135,136 | 7 | September 20, 2022 |
| October 2023 | $204,564,734 | 11 | June 21, 2023 |
| October 2024 | $276,190,032 | 11 | August 20, 2024 |
| October 2025 | $308,092,194 | 10 | July 7, 2025 |
| October 2026 | $233,777,142 | 7 | May 27, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in GA.

### April 2026
- 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).

### March 2026
- Registered or notice-filed in PA.

### February 2026
- Registered or notice-filed in CA, NY, TX, WA.

### January 2026
- No longer registered or notice-filed in CA, NY, TX, WA.

### December 2025
- Employees performing advisory functions went from 7 to 4.

### November 2025
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Helium Advisors LLC (CRD 282356): Form ADV filing data as of October 2026.