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STEADTRUST

STEADTRUST LLC

CRD 334416 · SEC 801-131951

Visit website

DE, United States

Phone

972-876-8422

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$618.1M

Discretionary AUM

$618.1M

Team

9 total employees; 9 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-14

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals495$179.9M
High net worth individuals156$418.2M
Corporations/business entities3$20.1M

States served

DE, NJ, NY, WY, TX, NH

All web addresses on file

Official SEC filing: View on IAPD