Carol Ann Wasko

Employer firm

Helium Advisors LLC CRD 282356

$234M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Integrated Wealth Management, Llc
  Wilmington, DE
• 12/2025 → Present
  Helium Advisors Llc
  Vancouver, WA

Previous Registrations

• 2017-06-22 → 2022-12-31
  Integrated Wealth Advisors, Llc
  Wilmington, DE

Other Businesses

Helium Tax - CPA ,Tax Manager, CFP. Assisting advisors with planning for clients in a CFP role. 222 NE Park Plaza Drive, Suite 116, Vancouver WA 98684. Start 12/2025.

Designations

• Certified Financial Planner

Other Names

• Carol Ann Pratt