THE HELMSTAR GROUP, LLC
Legal name: HELMSTAR WEALTH MANAGEMENT
CRD #145074 SEC #801-108320 BOISE, ID 208-429-0800
SEC Registered
Total AUM
$586.9M
Discretionary
$586.9M
Employees
13
Clients
251
Accounts
1,768
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $586.9M | $586.9M | $0 | 13 | 6 |
| Nov 2025 | $586.9M | $586.9M | $0 | 13 | 6 |
| Aug 2025 | $586.9M | $586.9M | $0 | 14 | 6 |
| Mar 2025 | $586.9M | $586.9M | $0 | 15 | 6 |
| Feb 2025 | $454.8M | $454.8M | $0 | 15 | 6 |
| Jan 2025 | $454.8M | $454.8M | $0 | 14 | 6 |
| Dec 2024 | $454.8M | $454.8M | $0 | 14 | 6 |
| Oct 2024 | $454.8M | $454.8M | $0 | 13 | 6 |
| Oct 2024 | $454.8M | $454.8M | $0 | 13 | 6 |
| Sep 2024 | $454.8M | $454.8M | $0 | 13 | 6 |
| Sep 2024 | $454.8M | $454.8M | $0 | 14 | 6 |
| Aug 2024 | $454.8M | $454.8M | $0 | 14 | 6 |
| Jul 2024 | $454.8M | $454.8M | $0 | 13 | 6 |
| Jun 2024 | $454.8M | $454.8M | $0 | 14 | 6 |
| Apr 2024 | $454.8M | $454.8M | $0 | 13 | 6 |
| Mar 2024 | $454.8M | $454.8M | $0 | 13 | 6 |
| Jan 2024 | $377.2M | $377.2M | $0 | 13 | 14 |
| Nov 2023 | $377.2M | $377.2M | $0 | 13 | 14 |
| Oct 2023 | $377.2M | $377.2M | $0 | 13 | 14 |
| Jun 2023 | $377.2M | $377.2M | $0 | 13 | 14 |
| Apr 2023 | $377.2M | $377.2M | $0 | 11 | 14 |
| Feb 2023 | $377.2M | $377.2M | $0 | 10 | 14 |
| Mar 2022 | $341.7M | $341.7M | $0 | 8 | 8 |
| Jan 2022 | $259.2M | $259.2M | $0 | 9 | 6 |
| Sep 2021 | $259.2M | $259.2M | $0 | 9 | 6 |
| Apr 2021 | $259.2M | $259.2M | $0 | 9 | 6 |
| Feb 2021 | $259.2M | $259.2M | $0 | 9 | 6 |
| Dec 2020 | $213.3M | $213.3M | $0 | 8 | 15 |
| May 2020 | $213.3M | $213.3M | $0 | 8 | 15 |
| Feb 2020 | $213.3M | $213.3M | $0 | 8 | 15 |
| Oct 2019 | $165.7M | $165.7M | $0 | 8 | 39 |
| Feb 2019 | $165.7M | $165.7M | $0 | 8 | 39 |
| Feb 2018 | $146M | $146M | $0 | 8 | 24 |
| Jul 2017 | $131.6M | $123.5M | $8.1M | 6 | 343 |
| Feb 2017 | $131.6M | $123.5M | $8.1M | 6 | 343 |
| Aug 2016 | $110.3M | $110.3M | $0 | 6 | 346 |
| Aug 2016 | $110.3M | $110.3M | $0 | 6 | 346 |
DateNov 2025
Total AUM$586.9M
Discretionary$586.9M
Non-Disc.$0
Employees13
Clients6
DateNov 2025
Total AUM$586.9M
Discretionary$586.9M
Non-Disc.$0
Employees13
Clients6
DateAug 2025
Total AUM$586.9M
Discretionary$586.9M
Non-Disc.$0
Employees14
Clients6
DateMar 2025
Total AUM$586.9M
Discretionary$586.9M
Non-Disc.$0
Employees15
Clients6
DateFeb 2025
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees15
Clients6
DateJan 2025
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees14
Clients6
DateDec 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees14
Clients6
DateOct 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees13
Clients6
DateOct 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees13
Clients6
DateSep 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees13
Clients6
DateSep 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees14
Clients6
DateAug 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees14
Clients6
DateJul 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees13
Clients6
DateJun 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees14
Clients6
DateApr 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees13
Clients6
DateMar 2024
Total AUM$454.8M
Discretionary$454.8M
Non-Disc.$0
Employees13
Clients6
DateJan 2024
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees13
Clients14
DateNov 2023
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees13
Clients14
DateOct 2023
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees13
Clients14
DateJun 2023
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees13
Clients14
DateApr 2023
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees11
Clients14
DateFeb 2023
Total AUM$377.2M
Discretionary$377.2M
Non-Disc.$0
Employees10
Clients14
DateMar 2022
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees8
Clients8
DateJan 2022
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees9
Clients6
DateSep 2021
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees9
Clients6
DateApr 2021
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees9
Clients6
DateFeb 2021
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees9
Clients6
DateDec 2020
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees8
Clients15
DateMay 2020
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees8
Clients15
DateFeb 2020
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees8
Clients15
DateOct 2019
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees8
Clients39
DateFeb 2019
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees8
Clients39
DateFeb 2018
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees8
Clients24
DateJul 2017
Total AUM$131.6M
Discretionary$123.5M
Non-Disc.$8.1M
Employees6
Clients343
DateFeb 2017
Total AUM$131.6M
Discretionary$123.5M
Non-Disc.$8.1M
Employees6
Clients343
DateAug 2016
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees6
Clients346
DateAug 2016
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees6
Clients346