# Helm Wealth Advisory Limited

**FSP FSP20861** · **Auckland** · **registered** · registered 2010-11-06

Helm Wealth Advisory Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 8 advisers.

**Trading names:** Alvarium Wealth (nz) Limited, Helm Wealth Advisory Limited, Alvarium Wealth (nz) Limited, New Zealand Assets Management Limited

**Services:** Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence; Manager of a registered scheme - licensed - Licensee; Keeping, investing, administering, or managing money, securities, or investment portfolios on behalf of other persons; DIMS provider - licensed - Licensee

**Dispute resolution scheme:** Financial Services Complaints Limited

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP20861>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/helm-wealth-advisory-limited-auckland-FSP20861>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP20861/facts.json>

*FinanceAdvisersNZ is a directory mirror of public FSPR + FAP-PDS data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. PDS facts are LLM-extracted (confidence tier C); for the authoritative wording use the original disclosure URL above.*

*Last refreshed: 2026-08-04*