Stephanie Ridley is not listed as a control person, but directly owns under 5% of Helium Advisors. Stephanie Ridley holds a Bachelor's degree in Spanish from Oregon State University.
Helium Advisors is an investment adviser based in Vancouver, WA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $234 million, as filed on 27 May 2026. Its fees, ownership and offices are on the firm’s profile.
Stephanie Ridley is Chief Operating Officer / Partner of Helium Advisors. She joined the firm in 2019 and oversees its operations, including onboarding for new clients and making sure the team meets the needs of existing clients. She has over 20 years of customer service experience, including over 15 years of management experience.
- CRD
- 8245755
- Firm
- Helium Advisors · CRD 282356
- Role
- Chief Operating Officer/Partner
- In role since
- January 2024 · 2 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Vancouver, WA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heliumadvisors.com
Where does Stephanie Ridley work?
Stephanie Ridley has been Chief Operating Officer/Partner of Helium Advisors LLC since January 2024.
How can I verify Stephanie Ridley’s record?
Stephanie Ridley’s role is listed on Helium Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 282356.
