# Helmstar Wealth Management

> Helmstar Wealth Management is an SEC-registered investment advisory firm in Boise, ID, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 145074
- Filed as: HELMSTAR WEALTH MANAGEMENT
- Legal name: The Helmstar Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145074
- AdvisorCensus page: https://advisorcensus.com/firm/helmstar-wealth-management-boise-id-145074

## Quick answers

**How is Helmstar Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Helmstar Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Helmstar Wealth Management located?**
Helmstar Wealth Management's principal office is in Boise, ID, according to its Form ADV.

**Is Helmstar Wealth Management registered with the SEC or a state?**
Helmstar Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 145074.

**How much does Helmstar Wealth Management manage?**
Helmstar Wealth Management reports $785,593,670 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Helmstar Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Helmstar Wealth Management: Regulatory assets under management: $259,237,115 in the October 2021 data and $785,593,670 in the October 2026 data, up 203%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Helmstar Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (296); high net worth individuals (227); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Helmstar Wealth Management use?**
Helmstar Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Helmstar Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145074

**Does Helmstar Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Typically, we suggest that you have a minimum of $500,000 to open and maintain an advisory account; however, based on your circumstances we may accept smaller accounts."

**What changed in Helmstar Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $586,860,215 to $785,593,670 (+34%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $500,000

> Typically, we suggest that you have a minimum of $500,000 to open and maintain an advisory account; however, based on your circumstances we may accept smaller accounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $785,593,670
- Discretionary: $785,593,670
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 296 | $99,161,400 |
| High net worth individuals | 227 | $661,513,915 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $14,931,198 |
| Charitable organizations | 2 | $9,504,037 |
| State or municipal government entities (including government pension plans) | 1 | $483,120 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- helmstargroup.com
- Facebook @HelmstarGroup
- LinkedIn @the-helmstar-group
- X @helmstargroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $259,237,115 | 9 | September 9, 2021 |
| October 2022 | $341,704,173 | 8 | March 14, 2022 |
| October 2023 | $377,188,179 | 13 | June 26, 2023 |
| October 2024 | $454,837,733 | 13 | September 20, 2024 |
| October 2025 | $586,860,215 | 15 | March 13, 2025 |
| October 2026 | $785,593,670 | 12 | March 27, 2026 |

Regulatory assets under management: $259,237,115 in the October 2021 data and $785,593,670 in the October 2026 data, up 203%.
Total employees: 9 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $586,860,215 to $785,593,670 (+34%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 10 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Helmstar Wealth Management (CRD 145074): Form ADV filing data as of October 2026.