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- Custodian
- Charles Schwab & Company · Jackson National Life · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Investment Vehicles
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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
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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