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HELMSTAR WEALTH MANAGEMENT

BOISE, ID · CRD 145074 · IAPD ↗ · 208-429-0800

$785.6MRegulatory AUM
8Advisory reps
12Employees
8Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — HELMSTAR WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2026 — HELMSTAR WEALTH MANAGEMENT reported RAUM up 34% ($586.9M -> $785.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — HELMSTAR WEALTH MANAGEMENT crossed $500M in regulatory AUM ($454.8M -> $586.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — HELMSTAR WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.