Trihelix Wealth Collective

Overview

Trihelix Wealth Collective is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and combines financial planning with portfolio management for individuals, small businesses and institutional/business clients. Advisory offerings listed in regulatory materials include financial planning, portfolio management and pension consulting services. Trihelix also operates as an insurance broker, and its fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser in the available snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices