Wealth Manager
    SEC Registered
    Manages Private Funds

    Helmstar Wealth Management

    Registered investment advisor · Boise, Idaho · CRD #145074

    Assets Under Management
    $786M
    Client Accounts
    1,974
    Employees
    12
    CRD Number
    145074
    Registration
    SEC Registered
    Custodian
    Sei Investments Distribution Co., Charles Schwab & Co., Inc., Capital Client Group, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Helmstar Wealth Management

    Helmstar Wealth Management, founded in 2005, offers financial planning and wealth management services with a focus on individual goals. It employs 2-10 staff and operates in the financial services industry.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Helmstar Wealth Management

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    Frequently Asked Questions

    What is Helmstar Wealth Management's AUM?

    Helmstar Wealth Management reports approximately $786M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Helmstar Wealth Management headquartered?

    Helmstar Wealth Management is headquartered in Boise, Idaho.

    What is Helmstar Wealth Management's CRD number?

    Helmstar Wealth Management's CRD number is 145074. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Helmstar Wealth Management manage?

    Helmstar Wealth Management manages approximately 1,974 client accounts according to its latest SEC filing.

    Is Helmstar Wealth Management SEC registered?

    Yes, Helmstar Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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