Unclaimed Profile

Roshan Weeramantry

HELIUM ADVISORS LLC·EVERETT, Washington

SIE, Series 6, Series 7, Series 63, Series 65Clean record7 years registeredHELIUM ADVISORS LLC

1910 120TH PL SE, EVERETT, WA 98208CRD# 3264377Firm CRD# 282356

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roshan Weeramantry · EVERETT, WA

Registration

CRD #3264377 · HELIUM ADVISORS LLC · 7 years registered

Brand Profile

Not yet started

Career History

HYPHEN WEALTH MANAGEMENT

Sep 2025 – present

HELIUM ADVISORS LLC

Aug 2022 – Aug 2025

Berkeley, CA

RINA WEALTH MANAGEMENT SERVICES LLC

Oct 2018 – May 2022

Oakland, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 9, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HELIUM ADVISORS LLC

CRD 282356 · SEC 801-126557

AUM

$276M

Regulatory assets under management

Employees

809 client accounts

Services offered by HELIUM ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HELIUM ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Roshan Weeramantry offer?

Roshan Weeramantry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVERETT, Washington for a consultation.

What are Roshan Weeramantry's credentials?

Roshan Weeramantry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roshan Weeramantry located?

Roshan Weeramantry is based in EVERETT, Washington, working with HELIUM ADVISORS LLC. Their office serves clients in the EVERETT metropolitan area and surrounding communities.

How does Roshan Weeramantry charge for services?

Roshan Weeramantry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HELIUM ADVISORS LLC?

HELIUM ADVISORS LLC has approximately 11 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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