THE HELMSTAR GROUP, LLC
Doing business as HELMSTAR WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$785,593,670
Discretionary
$785,593,670
Non-discretionary
$0
Firm details
- CRD number
- 145074
- SEC file number
- 801-108320
- Main office
- BOISE, ID, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.