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HELMSTAR WEALTH MANAGEMENT
THE HELMSTAR GROUP, LLC
CRD 145074 · SEC 801-108320
250 SOUTH 5TH STREET, SUITE 600, BOISE, ID, 83702, United States
Phone
208-429-0800
Fax
208-429-0801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$785.6M
Discretionary AUM
$785.6M
Team
12 total employees; 8 advisory reps; 8 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 296 | $99.2M |
| High net worth individuals | 227 | $661.5M |
| Pension/profit sharing plans | 12 | $14.9M |
| Charitable organizations | 2 | $9.5M |
| State/municipal entities | 1 | $483K |
States served
AZ, CA, CO, ID, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD