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SMART STEPS WEALTH MANAGEMENT LLC
CRD 330411 · SEC 801-129880
3636 S GEYER ROAD, SUITE 100, ST. LOUIS, MO, 63127, United States
Phone
314-970-2377
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$81.5M
Discretionary AUM
$81.5M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $41.9M |
| High net worth individuals | 18 | $36.4M |
All web addresses on file
Official SEC filing: View on IAPD