What is Helmstar Wealth Management's NAICS code?

Helmstar Wealth Management's NAICS code is 52 (Finance and Insurance).

Insights

Boutique scale Small team size (2-10 employees) in Boise with a focused wealth management offering presents a potential upsell for outsourced advisory services, technology enablement, or back-office support to streamline client onboarding and portfolio reporting for high touch clients.

Growth opportunity Revenue range of 10M to 25M indicates a mid-sized practice with potential demand for expanded investment platforms, fiduciary compliance solutions, and scalable marketing or client acquisition services to accelerate growth.

Technology fit Current tech stack includes WordPress and modern web performance tools; opportunity to offer digital experience enhancements, secure client portals, and automated onboarding integrations to improve client engagement and efficiency.

Impact potential Service focus on planning, values, and outcomes positions the firm to partner on impact investing, charitable giving programs, and non-profit client segments, suggesting opportunities for ESG reporting tools and philanthropic grant management features.

Competitive landscape Operating in a space with peers ranging from large incumbents to major asset managers; potential to differentiate via tailored family office services, compliance automation, and personalized financial planning frameworks to win higher net-worth client segments.

Similar companies to Helmstar Wealth Management

Helmstar Wealth Management Tech Stack

Helmstar Wealth Management uses 8 technology products and services including WordPress, jQuery Migrate, AOS, and more. Explore Helmstar Wealth Management's tech stack below.

WordPress
Content Management System
jQuery Migrate
Javascript Libraries
AOS
Javascript Libraries
Priority Hints
Performance
reCAPTCHA
Security
HTTP/3
Web & Portal Technology
Adobe Fonts
Web Fonts
Apache HTTP Server
Web Servers

Media & News

Helmstar Wealth Management's Email Address Formats

Helmstar Wealth Management uses at least 1 format(s):

Helmstar Wealth Management Email Formats	Example	Percentage
First@helmstargroup.com	John@helmstargroup.com	54%
First.Last@helmstargroup.com	John.Doe@helmstargroup.com	23%
FirstLast@helmstargroup.com	JohnDoe@helmstargroup.com	15%
F.Last@helmstargroup.com	J.Doe@helmstargroup.com	8%

Frequently Asked Questions

Where is Helmstar Wealth Management's headquarters located?

Helmstar Wealth Management's main headquarters is located at 250 South 5th Street Suite 600 Boise, Idaho United States. The company has employees across 1 continents, including North America.

What is Helmstar Wealth Management's phone number?

You can contact Helmstar Wealth Management's main corporate office by phone at

+1-208-375-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Helmstar Wealth Management's official website and social media links?

Helmstar Wealth Management's official website is helmstargroup.com and has social profiles on LinkedIn.

What is Helmstar Wealth Management's SIC code NAICS code?

Helmstar Wealth Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Helmstar Wealth Management have currently?

As of June 2026, Helmstar Wealth Management has approximately 9 employees across 1 continents, including North America. Key team members include Partner - Cfp®, Certified Financial Planner™: J. P.Founding Partner: B. B.Principal/Owner: T. S.. Explore Helmstar Wealth Management's employee directory with LeadIQ.

What industry does Helmstar Wealth Management belong to?

Helmstar Wealth Management operates in the Financial Services industry.

What technology does Helmstar Wealth Management use?

Helmstar Wealth Management's tech stack includes WordPressjQuery MigrateAOSPriority HintsreCAPTCHAHTTP/3Adobe FontsApache HTTP Server.

What is Helmstar Wealth Management's email format?

Helmstar Wealth Management's email format typically follows the pattern of First@helmstargroup.com. Find more Helmstar Wealth Management email formats with LeadIQ.

When was Helmstar Wealth Management founded?

Helmstar Wealth Management was founded in 2005.

Helmstar Wealth Management

Q: How many employees does Helmstar Wealth Management have currently?

Helmstar Wealth Management has approximately 9 employees.

Q: What technology does Helmstar Wealth Management use?

Helmstar Wealth Management's tech stack includes Apache, Adobe Fonts, Apache HTTP Server, HTTP/3, RSS.

Financial ServicesIdaho, United States2-10 Employees

Helmstar Wealth Management operates in the financial services industry, offering financial planning and wealth management services. The firm uses a process called Wealth Clarifying that centers on clients' goals, values, and vision by integrating planning, service, and relationships to pursue tangible results. Its client base includes motivated individuals, families, and non-profit organizations seeking structured guidance on wealth and life objectives.

Based in Boise, Idaho, the firm serves a local market with a focus on thoughtful, goal-driven financial guidance. As a small practice with a local footprint, Helmstar emphasizes personalized service and long-term relationships, aiming to translate clients' aspirations into concrete financial steps.