Helm Asset and Wealth Management
Helm Asset and Wealth Management is a multi-family office headquartered in Drumheller, Canada.

Helm Asset and Wealth Management
Helm Asset and Wealth Management is a multi-family office headquartered in Drumheller, Canada. Founded in 1992, it builds on founder Gerald Martynes’s financial-planning experience to advise entrepreneurs, families and nonprofits on portfolio management, estate planning and business succession. The firm integrates investment, tax and legal coordination, drawing on an Alberta-wide professional network to safeguard client capital and support long-term wealth preservation.
General information
Firm type
Multi Family Office
Year founded
2011
AUM
—
Location
Region
North America
Country
—
City
Drumheller
Corporate office
180 Riverside Dr E, Suite 300, Drumheller, AB T0J 0Y4
Frequently asked questions
What is Helm Asset and Wealth Management?
Helm Asset and Wealth Management is a multi family office headquartered in Drumheller.
When was Helm Asset and Wealth Management founded?
Helm Asset and Wealth Management was founded in 2011.
Where is Helm Asset and Wealth Management headquartered?
Helm Asset and Wealth Management is headquartered in Drumheller, in the North America region.
What does Altss track for Helm Asset and Wealth Management?
Altss maintains an OSINT-verified profile of Helm Asset and Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Helm Asset and Wealth Management's website?
Helm Asset and Wealth Management's public website is www.helmmanagement.ca. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Helm Asset and Wealth Management?
Helm Asset and Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Helm Asset and Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Helm Asset and Wealth Management?
Helm Asset and Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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