Helix Wealth

Overview

Helix Wealth is organized as a limited liability company and is recorded in FINTRX as an unclassified advisory firm. The firm is identified as a capital allocator and combines advisory services with insurance-broker activities. Its advisory services include financial planning, portfolio management for both individuals/small businesses and for businesses or institutions, pension consulting services, manager selection, and delivery of educational seminars and workshops. Compensation methods reported include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The profile marks Helix Wealth as not active on ESG investing and not a multi-state adviser; the firm’s SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives