RIA Intelligence

HELIOS WEALTH ADVISORS, LLC

CRD #134444 SEC #801-63986 HOUSTON, TX 713-893-0070
SEC Registered
Total AUM
$11M
Discretionary
$8.4M
Employees
5
Clients
0
Accounts
57

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 24, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KARIAN, ARA, JASONIPARTNERC Control
KARIAN, ARA, JASONIPARTNERC Control
KARIAN, ARA, JASONIPARTNERC Control
KARIAN, ARA, JASONIPARTNERC Control
KOINIS, THEODORE, XENOPHONIPARTNER/CHIEF COMPLIANCE OFFICERC Control
KOINIS, THEODORE, XENOPHONIPARTNER/CHIEF COMPLIANCE OFFICERC Control
KOINIS, THEODORE, XENOPHONIPARTNER/CHIEF COMPLIANCE OFFICERC Control
KOINIS, THEODORE, XENOPHONIPARTNER/CHIEF COMPLIANCE OFFICERC Control
SHEBAY, MICHAEL, GERARDIPARTNERB Control
SHEBAY, MICHAEL, GERARDIPARTNERB Control
SHEBAY, MICHAEL, GERARDIPARTNERB Control
SHEBAY, MICHAEL, GERARDIPARTNERB Control

Registrations

Federal

IA
Jun 24, 2005 REGISTERED

Notice Filings (2)

LA TX

Address

6161 SAVOY DR.
SUITE 1132
HOUSTON, TX 77036
USA
Phone: 713-893-0070