Helmstar Wealth Management

CRD 145074 · Boise, ID · $785.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 145074
SEC number: 801-108320
Firm type: RIA
Assets under management: $785.6M as of Mar 27, 2026
Website: www.linkedin.com/company/the-helmstar-group ↗
Phone: 208-429-0800
Address: 250 South 5th Street, Boise, ID, 83702

Advisors at this firm

7 in our index · page 1 of 1

Briggs Ikaika Elia AndreasenCRD 8038862 · Boise, ID

IA Registered
Benjamin Hans BoettcherCRD 4529609 · Boise, ID

IA Registered
Peter James ButlerCRD 6220822 · Boise, ID

IA Registered
Joseph Michael PiscioneCRD 4807088 · Boise, ID

IA Registered
Robb Henry SchoberCRD 2934910 · Boise, ID

IA Registered
Thomas Frank SteelmanCRD 4828067 · Boise, ID

IA Registered
Katherena WeyandCRD 7330810 · Boise, ID

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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