HELIOS WEALTH ADVISORS, LLC

HELIOS WEALTH ADVISORS, LLC of PEARLAND, TX is an SEC-registered investment adviser (CRD 134444). Regulatory assets under management: $95.1M.

Registration

• CRD: 134444
• SEC file number: 801-63986
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134444 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search