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HELIUM ADVISORS LLC

VANCOUVER, WA · CRD 282356 · IAPD ↗ · (425) 214-1533

$233.8MRegulatory AUM
4Advisory reps
7Employees
0Clients
251-500Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — HELIUM ADVISORS LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — HELIUM ADVISORS LLC now reports custody of client assets ($4.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
March 2026 — HELIUM ADVISORS LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
February 2026 — HELIUM ADVISORS LLC notice-filed in CA, NY, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
December 2025 — HELIUM ADVISORS LLC moved its main office from EVERETT, WA to VANCOUVER, WA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
December 2025 — HELIUM ADVISORS LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
73
April 2025 — HELIUM ADVISORS LLC now reports 1 private fund(s) ($1.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
61
April 2024 — HELIUM ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.