Smart Steps Wealth Management LLC

RIASEC & State Registered

Total AUM

$81.5M

Discretionary

$81.5M

100% of AUM

Avg account

$291K

Accounts

280

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 330411
Registered since: April 18, 2024
Website: www.smartstepswealth.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals51.36%
HNWI44.62%
Charitable Organizations3.06%
Pension & Profit Sharing Plans0.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Smart Steps Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (registered in 2024) and reports a client focus on individuals and families. Its advisory work centers on financial planning and discretionary portfolio management across individual and small-business clients as well as for businesses or institutional clients, and it provides pension consulting services. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor.