# Helmstar Wealth Management

Helmstar Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/the-helmstar-group

## Regulatory record

- **CRD number:** 145074
- **SEC file number:** 801-108320
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145074

## About

HELMSTAR WEALTH MANAGEMENT is an SEC-registered investment adviser in BOISE, ID, registered since 2016. The firm manages approximately $786 million in assets. It has 12 employees and 8 investment advisers.

## Questions

### What is the investment strategy of Helmstar Wealth Management?

No public information exists defining the investment strategy of Helmstar Wealth Management. The firm does not appear in any industry databases, media reports, or public filings that describe its approach to capital allocation, asset class preferences, or stage focus.

### Who manages investment decisions at Helmstar Wealth Management?

No named principals or investment professionals have been identified for Helmstar Wealth Management in any public record. The firm's leadership and decision-making structure remain unknown.

### Does Helmstar Wealth Management have a website or publicly available contact information?

No website, LinkedIn profile, or other digital presence has been found for Helmstar Wealth Management. The firm does not appear to maintain any publicly accessible online footprint.

### Is Helmstar Wealth Management registered with any regulatory body?

No regulatory filings or registrations have been identified for Helmstar Wealth Management. The firm does not appear in SEC, FCA, or other major financial regulator databases.

### How can allocators or GPs contact Helmstar Wealth Management?

No contact information, including email, phone number, or physical address, has been publicly disclosed for Helmstar Wealth Management. There is no known channel to initiate contact with the firm.

## Related profiles

- [Decision Investments, Inc.](https://altss.com/profile/decision-investments-inc)
- [Financial Strategies for Today and Tomorrow](https://altss.com/profile/financial-strategies-for-today-and-tomorrow-wealth-mgmt-group)

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Last updated: 2026-07-06T01:24:18.055Z

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