Trihelix Wealth Collective

Overview

Trihelix Wealth Collective is an independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on wealth services for individuals and families and combines advisory work with insurance brokerage. Its advisory scope includes comprehensive financial planning and portfolio management for individuals, small businesses, and institutional or business clients. The firm is not positioned as an allocator (it does not operate its own private fund) and does not identify as an active ESG investor. Fee arrangements include a mix of asset-based fees, hourly charges, and fixed fees. Trihelix lists an affiliation with accounting professionals as part of its industry relationships, which suggests coordination with tax or accounting advisors in client engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices