HELMSTAR WEALTH MANAGEMENT

RIASEC RegisteredEst. 2016

Total AUM

$786M

Discretionary

$786M

100% of AUM

Avg account

$398K

Accounts

1,974

Employees

Advisory reps

Firm details

Headquarters: BOISE, Idaho
CRD number: 145074
Registered since: September 7, 2016
Website: helmstargroup.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.21%
Individuals12.62%
Pension & Profit Sharing Plans1.9%
Charitable Organizations1.21%
State / Municipal Government0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Helmstar Wealth Management is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across retail and small-business/institutional segments, and it also offers selection-of-other-advisers services. Helmstar serves as an insurance broker in addition to its advisory work, and it charges clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm does not position itself as an ESG-focused manager.