TRIHELIX WEALTH COLLECTIVE

TRIHELIX WEALTH COLLECTIVE is an SEC-registered investment adviser (CRD 337883). Regulatory assets under management: $25.0M.

Registration

• CRD: 337883
• Type: Registered investment adviser
• Phone: 607-423-4632
• Latest filing: 2026-07-30
• Regulatory AUM: $25.0M
• Discretionary AUM: $25.0M
• Clients: 2
• Accounts: 293

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337883 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search