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HELIANTH INVESTMENT MANAGEMENT LLC

PORT CHESTER, NY · CRD 317326 · IAPD ↗ · helianthinvestment.com · 203-302-3979

$58.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — HELIANTH INVESTMENT MANAGEMENT LLC moved its main office from RYE, NY to PORT CHESTER, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
December 2024 — HELIANTH INVESTMENT MANAGEMENT LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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