HELIOS WEALTH ADVISORS, LLC
Firm details
- Headquarters
- PEARLAND, Texas
- CRD number
- 134444
- Website
- www.helioswealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.76%
- Individuals8.7%
- Pension & Profit Sharing Plans5.68%
- Charitable Organizations0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Helios Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm serves both individual & family clients and institutional clients, charging a mix of percentage-of-AUM, hourly, and fixed fees. Filings indicate the adviser is not structured as a capital allocator and is not classified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities23%
- Cash & Cash Equivalents13%
- State & Local Bonds3%
- US Government Bonds1%
Contacts
1 of 1THEODORE KOINIS
Founding PartnerCRD 2447301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PEARLAND, TX
BRAZORIA
Location
PEARLAND, TX
Headquartered in PEARLAND, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- BRAZORIA
- Address
- 8703 Broadway St
- Time zone
- CT (UTC-6)
- Office locations
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