# Trihelix Wealth Collective

> Trihelix Wealth Collective is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 337883
- Filed as: TRIHELIX WEALTH COLLECTIVE
- Legal name: Trihelix Wealth Collective LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337883
- AdvisorCensus page: https://advisorcensus.com/firm/trihelix-wealth-collective-337883

## Quick answers

**How is Trihelix Wealth Collective compensated?**
On its Form ADV (Item 5.E, October 2026), Trihelix Wealth Collective reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Trihelix Wealth Collective registered with the SEC or a state?**
Trihelix Wealth Collective is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337883.

**How much does Trihelix Wealth Collective manage?**
Trihelix Wealth Collective reports $25,033,380 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does Trihelix Wealth Collective serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (153).

**Does Trihelix Wealth Collective 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/337883

**What changed in Trihelix Wealth Collective's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CA.

## 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: $25,033,380
- Discretionary: $25,033,380
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $25,033,380 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trihelixwealth.com
- Instagram @trihelixwealthcollective
- LinkedIn @trihelix-wealth-collective
- TikTok @trihelixwealthcollective

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trihelix Wealth Collective (CRD 337883): Form ADV filing data as of October 2026.