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

Clients

251

Accounts

1,768

Firm Details

Organization Type: Limited Liability Company
State of Formation: Idaho
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 10, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
TRUEBA, DESIREE, DIANE	I	CHIEF COMPLIANCE OFFICER	NA
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	OWNER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
BOETTCHER, BENJAMIN, HANS	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
STEELMAN, THOMAS, FRANK	I	OWNER/CHIEF COMPLIANCE OFFICER/ QUALIFYING OFFICER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control
STEELMAN, THOMAS, FRANK	I	MANAGING MEMBER	D	Control

Registrations

Federal

Nov 10, 2025 REGISTERED

Notice Filings (9)

AZ CA CO ID NE OR TX UT WA

Address

250 SOUTH 5TH STREET
SUITE 600
BOISE, ID 83702
United States

Phone: 208-429-0800