Trihelix Wealth Collective
Firm details
- Headquarters
- ,
- CRD number
- 337883
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Trihelix Wealth Collective is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves primarily individual and family clients and combines financial planning with discretionary portfolio management across both personal and small-business or institutional accounts. Its reported advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting; the snapshot also lists insurance brokerage among its business activities. Fee arrangements are a mix of percentage-of-assets-under-management, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser in the snapshot.
Assets & Accounts
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 Funds87%
- Exchange Traded Equities5%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
2 of 2
Stephan Morris
Co-FounderCRD 6624983
Becky Vogt-Lundeen
Co-FounderCRD 6734380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations