Managing Member · Helmstar Wealth Management
Thomas F. Steelman
CRD 4828067 · Named on Form ADV at one SEC-registered adviser
At a glance
Helmstar Wealth Management, an SEC-registered wealth manager based in Boise, ID with $786 million in regulatory assets, lists Thomas F. Steelman on its Form ADV as Managing Member, a control person.
Firms and roles
- Helmstar Wealth ManagementManaging MemberWealth manager · Boise, ID · $786M in regulatory assets
AtlasMembers
Thomas’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Benjamin H. BoettcherManaging Member, Helmstar Wealth Management
- Robb H. SchoberChief Compliance Officer, Helmstar Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.