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

More Retirement Planning firms in Boise, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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