$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
2 Employees
168 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-18-2025
- Office Locations
- 2
Office Locations
-- Milwaukee WI
-- Portland OR
About Trihelix Wealth Collective
Trihelix Wealth Collective is a Portland-based RIA with 2 offices. The firm has been operating for 0 years. Managing $25.0M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$149.0K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
Stephan Morris
Chief Compliance Officer, PARTNER
- CRD
- #6624983
- Ownership
- 75% or more
Available
Available
Available
Becky June Starlyn Vogt-Lundeen
Chief Compliance Officer, Investment Adviser Representative, Owner, PARTNER
- CRD
- #6734380
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,033,380 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,033,380 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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