HELMSTAR WEALTH MANAGEMENT

250 South 5th Street
Suite 600
Boise, Idaho 83702
Tel: 208-429-0800

About HELMSTAR WEALTH MANAGEMENT

HELMSTAR WEALTH MANAGEMENT, formally registered with the SEC as HELMSTAR WEALTH MANAGEMENT. The firm was established in 09/07/2016. They have over 1 offices throughout the country.

HELMSTAR WEALTH MANAGEMENT is a Boise, Idaho based Financial Planning firm with nearly $454,837,733 assets under management, offering retirement planning & investment advisory services to 1530 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145074
SEC#	801-108320
Assets Managed by Firm	$454,837,733
No. of Clients	1530
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1530	$454,837,733
Individuals (other than high net worth individuals)	257	$80,007,272
High net worth individuals	180	$355,059,837
Pension and profit sharing plans	22	$13,380,404
Charitable organizations	1	$5,987,458

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