Helmstar Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated March 27, 2026, reports $786M in regulatory assets under management, 12 employees, and 1,974 accounts.
Assets Under Management
$786M
Employees
12
Offices
--
Total Clients
538
Primary office
BOISE, ID
250 SOUTH 5TH STREET, SUITE 600, BOISE, ID, United States
Top client segmentIndividuals represent 55.0% of total clients.
Top client categories% of clientsClients
1
Individuals
55.0%
296
2
HNWI
42.2%
227
3
Pension Plans
2.2%
12
4
Charitable
0.4%
2
5
Government
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$786Mas of March 27, 2026
Discretionary100.0%
$786M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$786M
Total Accounts1,974
10Y AUM Change+$654M (+496.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee45:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.