HELIUM ADVISORS LLC
CRD #282356 SEC #801-126557 VANCOUVER, WA (425) 214-1533
SEC Registered Private Funds
Total AUM
$308.1M
Discretionary
$283M
Employees
7
Clients
251
Accounts
896
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $308.1M | $283M | $25.1M | 7 | 0 |
| Oct 2025 | $308.1M | $283M | $25.1M | 7 | 0 |
| Jul 2025 | $308.1M | $283M | $25.1M | 10 | 0 |
| Mar 2025 | $308.1M | $283M | $25.1M | 10 | 0 |
| Aug 2024 | $276.2M | $253.1M | $23.1M | 11 | 0 |
| Jun 2024 | $276.2M | $253.1M | $23.1M | 11 | 0 |
| May 2024 | $276.2M | $253.1M | $23.1M | 11 | 0 |
| May 2024 | $276.2M | $253.1M | $23.1M | 11 | 0 |
| May 2024 | $276.2M | $253.1M | $23.1M | 11 | 0 |
| Apr 2024 | $250.8M | $227.7M | $23.1M | 11 | 0 |
| Mar 2024 | $250.8M | $227.7M | $23.1M | 11 | 0 |
| Mar 2024 | $258.3M | $163.2M | $95.1M | 11 | 0 |
| Jan 2024 | $258.3M | $163.2M | $95.1M | 11 | 0 |
| Jun 2023 | $204.6M | $117.7M | $86.9M | 11 | 0 |
| May 2023 | $204.6M | $117.7M | $86.9M | 10 | 0 |
| Mar 2023 | $204.6M | $117.7M | $86.9M | 10 | 0 |
| Mar 2023 | $184.1M | $162.2M | $21.9M | 10 | 0 |
| Dec 2022 | $184.1M | $162.2M | $21.9M | 10 | 0 |
| Dec 2022 | $184.1M | $162.2M | $21.9M | 8 | 0 |
| Sep 2022 | $184.1M | $162.2M | $21.9M | 7 | 0 |
| Aug 2022 | $184.1M | $162.2M | $21.9M | 7 | 0 |
DateOct 2025
Total AUM$308.1M
Discretionary$283M
Non-Disc.$25.1M
Employees7
Clients0
DateOct 2025
Total AUM$308.1M
Discretionary$283M
Non-Disc.$25.1M
Employees7
Clients0
DateJul 2025
Total AUM$308.1M
Discretionary$283M
Non-Disc.$25.1M
Employees10
Clients0
DateMar 2025
Total AUM$308.1M
Discretionary$283M
Non-Disc.$25.1M
Employees10
Clients0
DateAug 2024
Total AUM$276.2M
Discretionary$253.1M
Non-Disc.$23.1M
Employees11
Clients0
DateJun 2024
Total AUM$276.2M
Discretionary$253.1M
Non-Disc.$23.1M
Employees11
Clients0
DateMay 2024
Total AUM$276.2M
Discretionary$253.1M
Non-Disc.$23.1M
Employees11
Clients0
DateMay 2024
Total AUM$276.2M
Discretionary$253.1M
Non-Disc.$23.1M
Employees11
Clients0
DateMay 2024
Total AUM$276.2M
Discretionary$253.1M
Non-Disc.$23.1M
Employees11
Clients0
DateApr 2024
Total AUM$250.8M
Discretionary$227.7M
Non-Disc.$23.1M
Employees11
Clients0
DateMar 2024
Total AUM$250.8M
Discretionary$227.7M
Non-Disc.$23.1M
Employees11
Clients0
DateMar 2024
Total AUM$258.3M
Discretionary$163.2M
Non-Disc.$95.1M
Employees11
Clients0
DateJan 2024
Total AUM$258.3M
Discretionary$163.2M
Non-Disc.$95.1M
Employees11
Clients0
DateJun 2023
Total AUM$204.6M
Discretionary$117.7M
Non-Disc.$86.9M
Employees11
Clients0
DateMay 2023
Total AUM$204.6M
Discretionary$117.7M
Non-Disc.$86.9M
Employees10
Clients0
DateMar 2023
Total AUM$204.6M
Discretionary$117.7M
Non-Disc.$86.9M
Employees10
Clients0
DateMar 2023
Total AUM$184.1M
Discretionary$162.2M
Non-Disc.$21.9M
Employees10
Clients0
DateDec 2022
Total AUM$184.1M
Discretionary$162.2M
Non-Disc.$21.9M
Employees10
Clients0
DateDec 2022
Total AUM$184.1M
Discretionary$162.2M
Non-Disc.$21.9M
Employees8
Clients0
DateSep 2022
Total AUM$184.1M
Discretionary$162.2M
Non-Disc.$21.9M
Employees7
Clients0
DateAug 2022
Total AUM$184.1M
Discretionary$162.2M
Non-Disc.$21.9M
Employees7
Clients0