Helix Wealth
Firm details
- Headquarters
- Fishers, Indiana
- CRD number
- 343292
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Dipen Mehta
CEOCRD 2993669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fishers, IN
Hamilton
Location
Fishers, IN
Headquartered in Fishers, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 15709 Whelchel Dr
- Time zone
- ET (UTC-5)
- Office locations
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