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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HELMSTAR WEALTH MANAGEMENT

THE HELMSTAR GROUP, LLC, CRD 145074

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4340bec3-84d5-9e59-39da-386f0e2b4078

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
On other graphs: 0
Observed: Aug 23, 2016 to Mar 27, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $786MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $786M
Private client RAUM: $761MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,974
Individual clients: 296
High net worth clients: 227
SEC number: 801-108320
CRD: 145074
Filings on the tape: 37
First filed: Aug 23, 2016
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, ID

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BENJAMIN HANS BOETTCHER	Certified Financial Planner\|Chartered Financial Consultant	BOISE, ID	18	24	1	no
THOMAS FRANK STEELMAN	n/a	BOISE, ID	18	22	1	no
ROBB HENRY SCHOBER	Certified Financial Planner	BOISE, ID	16	29	1	no
JOSEPH MICHAEL PISCIONE	Certified Financial Planner	BOISE, ID	12	22	4	no
KATHERENA WEYAND	Certified Financial Planner	BOISE, ID	5	10	n/a	no
Peter James Butler	Chartered Financial Analyst	BOISE, ID	3	16	2	no
Briggs Ikaika Elia Andreasen	n/a	BOISE, ID	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOETTCHER, BENJAMIN, HANS	MANAGING MEMBER	D	yes	08/2007	Aug 23, 2016	Dec 13, 2024
STEELMAN, THOMAS, FRANK	MANAGING MEMBER	D	yes	08/2007	Aug 23, 2016	Dec 13, 2024
TRUEBA, DESIREE, DIANE	CHIEF COMPLIANCE OFFICER	Na	no	04/2021	Apr 19, 2021	Dec 13, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$786M	$786M	12	8	0	n/a	n/a
2024	Mar 13, 2025	$587M	$587M	15	10	0	n/a	n/a
2023	Mar 7, 2024	$455M	$455M	13	10	0	n/a	n/a
2022	Feb 6, 2023	$377M	$377M	10	8	0	n/a	n/a
2021	Mar 14, 2022	$342M	$342M	8	7	0	n/a	n/a
2020	Feb 2, 2021	$259M	$259M	9	7	0	n/a	n/a
2019	Feb 14, 2020	$213M	$213M	8	6	0	n/a	n/a
2018	Feb 1, 2019	$166M	$166M	8	5	0	n/a	n/a
2017	Feb 23, 2018	$146M	$146M	8	5	0	n/a	n/a
2016	Feb 16, 2017	$132M	$124M	6	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	14.3%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$786M	$587M	33.9%	$377M	27.7%	12	15	0	0

Relationships

Registered with (12)

← Briggs Ikaika Elia AndreasenAdvisorregistration: current employment
Feb 4, 2025 to presentfactForm ADV
← Peter James ButlerAdvisorregistration: current employment
Feb 28, 2023 to presentfactForm ADV
← KATHERENA WEYANDAdvisorregistration: current employment
Feb 25, 2021 to presentfactForm ADV
← JOSEPH MICHAEL PISCIONEAdvisorregistration: current employment
Oct 1, 2013 to presentfactForm ADV
← ROBB HENRY SCHOBERAdvisorregistration: current employment
Oct 19, 2009 to presentfactForm ADV
← BENJAMIN HANS BOETTCHERAdvisorregistration: current employment
Oct 1, 2007 to presentfactForm ADV
← THOMAS FRANK STEELMANAdvisorregistration: current employment
Oct 1, 2007 to presentfactForm ADV
← Jacob Anthony WilliamsAdvisorregistration: previous registration
Aug 28, 2017 to Jan 19, 2026factForm ADV
← ABIGAIL MELISSA ADAMSAdvisorregistration: previous registration
Jun 18, 2024 to Aug 21, 2025factForm ADV
← ROBERT HARLEY FLAGLERAdvisorregistration: previous registration
Dec 2, 2022 to Sep 20, 2024factForm ADV
← BRANDEE LYNN SCHUELKEAdvisorregistration: previous registration
Nov 2, 2020 to Aug 19, 2021factForm ADV
← BRIAN JAMES WILEYAdvisorregistration: previous registration
Oct 19, 2009 to Aug 1, 2011factForm ADV

Affiliated with (1)

← FIC-BOISE, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← BOETTCHER, BENJAMIN, HANSOwnerMANAGING MEMBER, ownership code D, individual
Aug 23, 2016 to Dec 13, 2024factForm ADV
← STEELMAN, THOMAS, FRANKOwnerMANAGING MEMBER, ownership code D, individual
Aug 23, 2016 to Dec 13, 2024factForm ADV

Owns (1)

← TRUEBA, DESIREE, DIANEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 19, 2021 to Dec 13, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Helmstar Wealth Management reported RAUM $785.6M, up 34% from $586.9M (2025-11-20 to 2026-03-27)
Form ADVobserved 5 days ago
$199M
Occurred
Jan 19, 2026
Advisor changed firm
Jacob Anthony Williams left Helmstar Wealth Management for Becker Capital Management, Inc. (registered 2026-01-15)
Form ADVobserved 5 days ago
Occurred
Aug 21, 2025
Advisor changed firm
Abigail Melissa Adams left Helmstar Wealth Management for Strategic Advisers Llc (registered 2025-09-15)
Form ADVobserved 5 days ago
Occurred
Mar 13, 2025
Regulatory AUM changed
Helmstar Wealth Management reported RAUM $586.9M, up 29% from $454.8M (2025-02-05 to 2025-03-13)
Form ADVobserved 5 days ago
$132M
Occurred
Sep 20, 2024
Advisor changed firm
Robert Harley Flagler left Helmstar Wealth Management for Rw Investment Management Llc (registered 2026-04-20)
Form ADVobserved 5 days ago
Occurred
Aug 23, 2016
First Form ADV filing
The Helmstar Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4340bec3-84d5-9e59-39da-386f0e2b4078
First observed: Aug 23, 2016
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HELMSTAR WEALTH MANAGEMENT

THE HELMSTAR GROUP, LLC, CRD 145074

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4340bec3-84d5-9e59-39da-386f0e2b4078

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BENJAMIN HANS BOETTCHER

Certified Financial Planner|Chartered Financial Consultant

BOISE, ID

THOMAS FRANK STEELMAN

n/a

BOISE, ID

ROBB HENRY SCHOBER

Certified Financial Planner

BOISE, ID

JOSEPH MICHAEL PISCIONE

Certified Financial Planner

BOISE, ID

KATHERENA WEYAND

Certified Financial Planner

BOISE, ID

n/a

Peter James Butler

Chartered Financial Analyst

BOISE, ID

Briggs Ikaika Elia Andreasen

n/a

BOISE, ID

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOETTCHER, BENJAMIN, HANS

MANAGING MEMBER

yes

08/2007

Aug 23, 2016

Dec 13, 2024

STEELMAN, THOMAS, FRANK

MANAGING MEMBER

yes

08/2007

Aug 23, 2016

Dec 13, 2024

TRUEBA, DESIREE, DIANE

CHIEF COMPLIANCE OFFICER

04/2021

Apr 19, 2021

Dec 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$786M

n/a

2024

Mar 13, 2025

$587M

n/a

2023

Mar 7, 2024

$455M

n/a

2022

Feb 6, 2023

$377M

n/a

2021

Mar 14, 2022

$342M

n/a

2020

Feb 2, 2021

$259M

n/a

2019

Feb 14, 2020

$213M

n/a

2018

Feb 1, 2019

$166M

n/a

2017

Feb 23, 2018

$146M

n/a

2016

Feb 16, 2017

$132M

$124M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$786M

$587M

33.9%

$377M

27.7%