Investment adviser · CRD 289797

IGNITE PLANNERS LLC

Investment adviser filing (IA)

SAN CLEMENTE, CA, United States · Form ADV filed Aug 3, 2026

Regulatory AUM
$1.14B
Form ADV · Item 5.F
Client accounts
4,614
Accounts, not individual clients
Employees
38
Reported in this filing
Advisory professionals
38
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals4,155$594,453,85152.3%
High-net-worth individuals450$527,205,40546.4%
Sovereign wealth & foreign institutionsFewer than 5$14,253,0251.3%
Retirement plansFewer than 5$559,0240.0%
Charities5$475,2560.0%
Filing source

Form ADV 2123116 · Aug 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HELION STRATEGIES MERIDIAN FUND, LLCHedge Fund · Last reported Aug 3, 2026$22.5MGross asset value

Form D fundraising filings

Helion Strategies Meridian Fund, LLC

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HAYNIE AND COMPANY LAS VEGAS, Nevada, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HAYNIE AND COMPANY
PCAOB 457

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-5110721998
Reported beneficial owners
100
Minimum commitment
$1M
Form D file number
021-559725

Form ADV 2123116 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HELION STRATEGIES HORIZON FUND, LLCHedge Fund · Last reported Aug 3, 2026$0Gross asset value

Form D fundraising filings

Helion Strategies Horizon Fund, LLC

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HAYNIE AND COMPANY LAS VEGAS, Nevada, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HAYNIE AND COMPANY
PCAOB 457

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-8313724683
Reported beneficial owners
100
Minimum commitment
$250K
Form D file number
021-554019

Form ADV 2123116 · Aug 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 3, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

109 E. ESCALONES
SAN CLEMENTE, CA, 92672, United States

CRD 289797

Filing source

Form ADV 2123116 · Aug 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.