# Helmholdt 360, LLC

> 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.

- CRD: 125562
- Filed as: HELMHOLDT 360, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125562
- AdvisorCensus page: https://advisorcensus.com/firm/helmholdt-360-llc-grand-rapids-mi-125562

## Quick answers

**How is Helmholdt 360, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Helmholdt 360, LLC reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Helmholdt 360, LLC located?**
Helmholdt 360, LLC's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is Helmholdt 360, LLC registered with the SEC or a state?**
Helmholdt 360, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 125562.

**Does Helmholdt 360, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125562

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Helmholdt 360, LLC (CRD 125562): Form ADV filing data as of October 2026.