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 an LLC that focuses on serving individual and family clients. The firm combines financial planning with discretionary portfolio management across client segments that include individuals, small business owners and institutional/business clients; it also lists pension consulting services among its advisory offerings. Trihelix operates as an insurance broker alongside its advisory work and charges clients via a mix of percentage-of-AUM fees, hourly billing and fixed-fee arrangements. The firm is not positioned as a multi-state or ESG-focused manager, and it does not act as a capital allocator or a related adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations