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Helix Private Wealth

EST. AUM
$500,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
CRD Number
Website helixpw.com
Client types

Overview

Helix Private Wealth is a boutique wealth advisory firm headquartered in Baltimore, MD, focused on delivering personalized, multigenerational wealth planning and investment management. They emphasize integrating asset management, tax, estate planning, and collaboration with clients’ other advisors to preserve and grow wealth across life stages. Helix differentiates through deep institutional trading experience, high ethical standards, and a commitment to transparency and client education. Their goal is to act as a fiduciary guide, helping high-net-worth individuals and families navigate complex financial decisions via bespoke portfolios, family office services, and wealth transfer strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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