RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 1, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJIHEAD OF WEALTH MANAGEMENTNA
FELDMAN, RUSTIN, JJICO-HEAD OF WEALTH MANAGEMENTNA Control
FELDMAN, RUSTIN, JJIHEAD OF WEALTH MANAGEMENTNA
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
MORIN, HOWARD, ALEXANDERICHIEF COMPLIANCE OFFICERNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
RUSSELL, GARY, NICHOLASIPRESIDENTNA Control
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
WEERAMANTRY, ROSHANICO-HEAD OF WEALTH MANAGEMENTNA
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control
HELIUM FINANCIAL GROUP, LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
MORIN, HOWARD, ALEXANDERIKATAHDIN VENTURES LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
RUSSELL, GARY, NICHOLASICAYSAM LLCE Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
CAYSAM LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control
KATAHDIN VENTURES LLCDEHELIUM FINANCIAL GROUP, LLCD Control

Registrations

Federal

IA
Oct 1, 2025 REGISTERED

Notice Filings (5)

AZ CA NY TX WA

Address

222 NE PARK PLAZA DR
PARK TOWER III, SUITE 116
VANCOUVER, WA 98684
United States
Phone: (425) 214-1533