DT
DT

Desiree Diane Trueba

6 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
490 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$586.9M

Fee Structure

Minimum Investment:$500K
Loading...

Location

250 South 5th Street, Suite 600, Boise, ID, 83702

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Desiree owns Terry's Truck & RV Accessories, an RV repair and accessories sales business, since March 2022. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Helmstar Wealth Management
September 2019 - Present · 6 yrs 5 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.