H
$95.1M Total AUM
$92.5M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Frontier vitalMeridian legacy
- Established Date
- 04-01-2005
- Office Locations
- 1
Office Locations
8703 Broadway Suite 111 Pearland TX
About Helios Wealth Advisors, LLC
Helios Wealth Advisors is a Pearland, TX RIA providing financial planning and investment management, including tax, estate, insurance and retirement plan guidance. The firm tailors client-specific asset allocation portfolios using mutual funds and ETFs alongside cash and municipal/government bonds. Serves individuals and entrepreneurs; custody includes Fidelity/NFS.
Team overview
61 AVG AGE
$95.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
21.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Glacier Signal prime
Client Personas
Beacon foundation
Custodian
Atlas element
Investment Themes
Focus
Investment Vehicles
Momentum zenith
Platform
Wave meridian
Services
Horizon catalyst Alpha beacon Vital Frontier capital Momentum Fusion Frontier legacy
Technology
Harbor Catalyst ember
Owner & Executives
T
THEODORE XENOPHON KOINIS
Chief Compliance Officer, PARTNER, Wealth Advisor
- CRD
- #2447301
- Ownership
- 75% or more
(376) 899-9079
optima.prime@northcapital.com
in linkedin.com/in/foundation-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,484,421 | -- |
| Non-Discretionary | $2,569,853 | -- |
| Total | $95,054,274 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,054,274
Public Funds:
35.1% Equity - Exchange:
22.3% Cash:
6.5% Municipal Bonds:
21.3% U.S. Government/Agency:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,078,155,171 | 35.1% |
| Equity - Exchange | $684,981,775 | 22.3% |
| Cash | $199,658,365 | 6.5% |
| Municipal Bonds | $654,265,104 | 21.3% |
| U.S. Government/Agency | $454,606,738 | 14.8% |
| Total | $3,071,667,153 | 100.0% |