Von Hellens Wealth Management

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Tallahassee
CRD Number
Website vonhellensandpartners.com
Client types

Overview

von Hellens & Partners is a Thomasville, Georgia–based wealth advisory practice serving individuals, families and local institutions with planning-led investment advice. Led by Erik (Heikki) von Hellens, the team emphasizes long-term relationships, retirement readiness and community engagement. The practice operates through &Partners, leveraging its dual-registration, custody/trading infrastructure and disclosure framework while maintaining boutique, client-first service. The team provides comprehensive planning, portfolio management and workplace-retirement guidance for area organizations, combining personal attention with institutional resources to help clients pursue goals across market cycles.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Von Hellens Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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