Smart Steps Wealth Management LLC

RIASEC & State RegisteredEst. 2024

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, Hourly Charges, 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, individually owned registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients and lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory services. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Smart Steps does not describe itself as an ESG-focused investor and is not identified as a capital allocator — it relies on external managers when deploying alternative strategies.