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Portfolio Manager, Trustee of the Helmstetter Family Revocable Trust, Dated July 10, 2008 · Oder Investment Management, LLC

Erik M. Helmstetter

CRD 3173525 · Named on Form ADV at one SEC-registered adviser

At a glance

Oder Investment Management, LLC, an SEC-registered wealth manager based in Woodland Hills, CA with $367 million in regulatory assets, lists Erik M. Helmstetter on its Form ADV as Portfolio Manager, Trustee of the Helmstetter Family Revocable Trust, Dated July 10, 2008.

Firms and roles

  • Oder Investment Management, LLCPortfolio Manager, Trustee of the Helmstetter Family Revocable Trust, Dated July 10, 2008Wealth manager · Woodland Hills, CA · $367M in regulatory assets

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Erik’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joshua K. OderPortfolio Manager, CCO (since 2017), Trustee of the Joshua and Dana Oder Family Trust, Dated October 2, 2013, Oder Investment Management, LLC
  • Steven S. ZornPortfolio Manager, Trustee of the Steven and Sonia Zorn Family Trust, Dated April 5, 2017, Oder Investment Management, LLC
  • Dana OderTrustee of the Joshua and Dana Oder Family Trust, Dated October 2, 2013, Oder Investment Management, LLC
  • Christine HelmstetterTrustee of the Helmstetter Family Revocable Trust, Dated July 10, 2008, Oder Investment Management, LLC
  • Sonia ZornTrustee of the Steven and Sonia Zorn Family Trust, Dated April 5, 2017, Oder Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.