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RIA / WealthAdvisor17 years in industry

RUSTIN JJ FELDMAN

Advisor at HELIUM ADVISORS LLC

VANCOUVER, WA

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Search this name across graphsid dfx:ria:18322462-0d4e-3c6b-618f-c2206ea16609

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 8, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HELIUM ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 7, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 4
Exams: S65
First exam: Oct 7, 2008
First registration: Oct 8, 2008
Dual registered: no
IAPD individual key: 5532783

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HELIUM ADVISORS LLC	Independent wealth	Jan 20, 2026	n/a	yes	VANCOUVER, WA	Current employment
HELIUM ADVISORS LLC	Independent wealth	Dec 9, 2022	Dec 31, 2025	no	VANCOUVER, WA\|EVERETT, WA	Previous registration
B. RILEY WEALTH ADVISORS, INC.	Bd affiliated wealth	Aug 22, 2022	Dec 2, 2022	no	Camas, WA	Previous registration
B RILEY WEALTH MANAGEMENT	Former SEC adviser	Aug 21, 2018	Dec 2, 2022	no	Los Angeles, CA\|Memphis, TN\|Camas, WA\|PALOS VERDES ESTATES, CA\|Palos Verdes Estates, CA\|Camas, WA	Previous registration
COMPOSITION WEALTH, LLC	Independent wealth	Jun 25, 2012	Aug 27, 2018	no	LOS ANGELES, CA\|BEVERLY HILLS, CA	Previous registration
BROXTON CAPITAL ADVISORS LLC	Former SEC adviser	Jun 18, 2012	Jul 11, 2012	no	LOS ANGELES, CA	Previous registration
BROXTON CAPITAL ADVISORS LLC	Former SEC adviser	Oct 8, 2008	Jun 4, 2012	no	OLD SAN JUAN, PR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B. RILEY WEALTH ADVISORS, INC.	HELIUM ADVISORS LLC	Dec 2, 2022	Dec 9, 2022	7	Firm change	Ibd to RIA
B RILEY WEALTH MANAGEMENT	B. RILEY WEALTH ADVISORS, INC.	Dec 2, 2022	Aug 22, 2022	-102	Bulk transfer	Ibd to ibd
COMPOSITION WEALTH, LLC	B RILEY WEALTH MANAGEMENT	Aug 27, 2018	Aug 21, 2018	-6	Firm change	Other
BROXTON CAPITAL ADVISORS LLC	COMPOSITION WEALTH, LLC	Jul 11, 2012	Jun 25, 2012	-16	Firm change	Other

Relationships

Registered with (5)

→ HELIUM ADVISORS LLCRegistered adviserregistration: previous registration
Dec 9, 2022 to Dec 31, 2025factForm ADV
→ B. RILEY WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Aug 22, 2022 to Dec 2, 2022factForm ADV
→ B RILEY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 21, 2018 to Dec 2, 2022factForm ADV
→ COMPOSITION WEALTH, LLCRegistered adviserregistration: previous registration
Jun 25, 2012 to Aug 27, 2018factForm ADV
→ BROXTON CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Jun 18, 2012 to Jul 11, 2012factForm ADV

Dated events

Occurred
Dec 2, 2022
Advisor changed firm
Rustin Jj Feldman left B. Riley Wealth Advisors, Inc. for Helium Advisors Llc (registered 2022-12-09)
Form ADVobserved 5 days ago