# HELIOS WEALTH ADVISORS, LLC

HELIOS WEALTH ADVISORS, LLC of PEARLAND, TX is an SEC-registered investment adviser.

## Registration

- CRD: 134444
- Type: SEC-registered investment adviser
- SEC file number: 801-63986
- Location: 8703 BROADWAY ST., PEARLAND, TX, 77584
- Phone: 713-893-0070
- Latest filing: 2026-05-22
- Regulatory AUM: $95.1M
- Discretionary AUM: $92.5M
- Non-discretionary AUM: $2.6M
- Clients: 1
- Accounts: 146

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| KOINIS THEODORE XENOPHON | PARTNER/CHIEF COMPLIANCE OFFICER | — |
| SHEBAY MICHAEL GERARD | PARTNER | — |
| KARIAN ARA JASON | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134444/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134444/similar
- Related entities: https://search.stillhousedata.com/firm/134444/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134444

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.