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- Custodian
- Charles Schwab & Company · Jackson National Life · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2007
- Office Locations
- 1
Office Locations
About Helmstar Wealth Management
Helmstar Wealth Management (Boise, ID) provides fiduciary financial planning and investment management aimed at retirement and legacy goals. It takes a team-based approach with credentialed advisors (CFP®, ChFC®, AIF®; Registered Life Planner training), emphasizes clear, simple guidance, and offers 24/7 online account access. Serves individuals and business owners, building portfolios through asset allocation using mutual funds and ETFs, often custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between November 20, 2025 and March 27, 2026, reported AUM increased 33.9%, from $586.9M to $785.6M.
Across 5 reported observations, AUM increased 129.9% between March 14, 2022 and March 27, 2026, from $341.7M to $785.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 546 clients, or 68.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
BENJAMIN HANS BOETTCHER
Founding Partner, Managing Member
- CRD
- #4529609
- Ownership
- 50% but less than 75%
THOMAS FRANK STEELMAN
Financial Planner, Managing Member
- CRD
- #4828067
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Briggs Ikaika Elia Andreasen
FINANCIAL PLANNER
- CRD
- #8038862
Peter James Butler
Principal
- CRD
- #6220822
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $785,593,670 | $397,970 |
| Non-Discretionary | $0 | -- |
| Total | $785,593,670 | $397,970 |
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Separately Managed Accounts
SMA allocation detail is available
Helmstar Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.