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Chief Operating Officer/partner · Helium Advisors LLC

Stephanie Ridley

CRD 8245755 · Named on Form ADV at one SEC-registered adviser

At a glance

Helium Advisors LLC, an SEC-registered wealth manager based in Vancouver, WA with $234 million in regulatory assets, lists Stephanie Ridley on its Form ADV as Chief Operating Officer/partner.

Firms and roles

  • Helium Advisors LLCChief Operating Officer/partnerWealth manager · Vancouver, WA · $234M in regulatory assets

AtlasMembers

Stephanie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephanie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.