{
  "crd_number": 125562,
  "slug": "helmholdt-360-llc-grand-rapids-mi-125562",
  "primary_business_name": "HELMHOLDT 360, LLC",
  "legal_name": "HELMHOLDT 360, LLC",
  "dbas": [],
  "city": "Grand Rapids",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2004-01-27",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MI"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125562",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "GRAND RAPIDS",
  "url": "https://advisorcensus.com/firm/helmholdt-360-llc-grand-rapids-mi-125562",
  "display_name": "Helmholdt 360, LLC",
  "summary": "Helmholdt 360, LLC is a state-registered investment advisory firm in Grand Rapids, MI, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Helmholdt 360, LLC (CRD 125562): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Helmholdt 360, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Helmholdt 360, LLC reports these compensation arrangements: hourly charges; other."
    },
    {
      "q": "Where is Helmholdt 360, LLC located?",
      "a": "Helmholdt 360, LLC's principal office is in Grand Rapids, MI, according to its Form ADV."
    },
    {
      "q": "Is Helmholdt 360, LLC registered with the SEC or a state?",
      "a": "Helmholdt 360, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 125562."
    },
    {
      "q": "Does Helmholdt 360, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125562"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/helmholdt-360-llc-grand-rapids-mi-125562.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/125562",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}