$233.8M Total AUM
$225.4M Disc. AUM
4.7% 3Y CAGR
7 Employees
279 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Prime insight
- Established Date
- 04-06-2016
- Office Locations
- 2
Office Locations
222 NE Park Plaza DR Park Tower III, Suite 116 Vancouver WA
303 Perimeter Center North Suite 300 Atlanta GA
About Helium Advisors LLC
Helium Advisors LLC is a Vancouver, WA investment advisory firm serving retail and institutional clients, with a focus on business owners and other high-net-worth/accredited investors. The team provides wealth and financial planning (tax, estate, charitable and business succession) alongside discretionary portfolio construction using ETFs and mutual funds, with allocations that can include fixed income and alternative strategies such as real estate and private funds, including SRI/impact themes. Custody includes Charles Schwab.
Team overview
47 AVG AGE
$58.4M AVG AUM / ADVISOR
$837.9K AVG AUM / CLIENT
0.6 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Glacier
Asset Classes
Alpha Bridge insight Fusion radial Prime Peak Fusion
Client Personas
Peak
CRM
Signal
Custodian
Vector Crest oak Vertex Optima Catalyst harbor Fusion bridge
Investment Themes
Signal Horizon Vector Harbor pathway Optima Momentum focus Element Signal glacier
Investment Vehicles
Meridian Momentum unison Foundation ember
Platform
Unison insight Delta momentum Wave
Services
Radial vital Vital frontier Momentum Summit delta Summit prime Harbor Value Catalyst Matrix Harbor Foundation Fusion atlas Horizon
Technology
Summit peak
Owner & Executives
R
RUSTIN JJ FELDMAN
--
- CRD
- #5532783
- Ownership
- Less than 5%
(452) 618-5920
fusion.ember@timbercapital.com
in linkedin.com/in/catalyst-timber
HOWARD ALEXANDER MORIN
Chief Compliance Officer
- CRD
- #5334930
- Ownership
- Less than 5%
(719) 635-9663
prime.pathway@matrixcapital.com
in linkedin.com/in/capital-pioneer
R
Radial vector
Matrix eagle
- CRD
- #19560
- Ownership
- 9.7%
(301) 751-9916
beacon.horizon@oakcapital.com
in linkedin.com/in/alpha-wave
Showing 2 of 4 owners & executives
Unlock allContacts
B
BRYAN KISS
--
- CRD
- #6825150
(463) 310-5546
north.north@peakcapital.com
in linkedin.com/in/prime-unison
C
Carol Ann Wasko
--
- CRD
- #6807355
(854) 469-8885
beacon.horizon@capitalcapital.com
in linkedin.com/in/oak-signal
U
Unison north
Eagle frontier horizon
- CRD
- #78713
(712) 877-5173
oak.matrix@zenithcapital.com
in linkedin.com/in/crest-north
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,435,126 | $334,473 |
| Non-Discretionary | $8,342,016 | $521,376 |
| Total | $233,777,142 | $338,807 |
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Separately Managed Accounts
Total SMA Asset: $233,777,142
Public Funds:
5.6% Cash:
16.5% Equity - Exchange:
11.9% Private Funds:
14.6% Corporate - Investment Grade:
4.7% Equity - OTC:
16.6% Municipal Bonds:
15.8% Other:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $102,694,844 | 5.6% |
| Cash | $302,583,024 | 16.5% |
| Equity - Exchange | $218,226,544 | 11.9% |
| Private Funds | $267,740,130 | 14.6% |
| Corporate - Investment Grade | $86,190,316 | 4.7% |
| Equity - OTC | $304,416,860 | 16.6% |
| Municipal Bonds | $289,746,168 | 15.8% |
| Other | $262,238,622 | 14.3% |
| Total | $1,833,836,508 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE VALUE MOMENTUM | PRIME OAK | J1NJDFRE3 | LKZR | 3.82% | $25,690,558 |
| UNISON FOCUS QUANTUM | TIMBER BRIDGE | AZ6JXA7PU | SENL | 2.21% | $88,190,890 |
| PIONEER FRONTIER VALUE | SUMMIT EAGLE | 04ODHWUJ2 | QJAKG | 10.25% | $40,507,758 |
| GLACIER CAPITAL | HORIZON VITAL | R9IKMESB7 | GDM | 9.46% | $47,404,990 |
| EMBER FUSION | ALPHA MATRIX | C0ZG2ELN9 | RQJC | 10.37% | $80,726,916 |
| PATHWAY VECTOR | BRIDGE OPTIMA | R5EYKTWOD | WUZ | 2.71% | $46,308,827 |
| BRIDGE HARBOR | CATALYST ZENITH | SJDHNPLW7 | EIXOH | 5.93% | $13,055,789 |
| CATALYST RADIAL EMBER | SIGNAL RADIAL | E6ANMMLXQ | MBNB | 1.19% | $46,255,349 |