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| Smart Steps Wealth Management LLC
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| |
|---|---|
| CRD # | 330411 |
| SEC # | 801-129880 |
| CIK # | |
| AUM | $55.0 MM (2024-08-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 314-970-2377 |
| Address | 3636 S Geyer Road St Louis, MO 63127 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 13.7 |
| (b) Individuals (high net worth individuals) | 21 | 41.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 137 | 55.0 |
| By Discretionary | ||
| Discretionary | 137 | 55.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 137 | 55.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 55.0 | |
| Total | 137 | 55.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Constellation Asset Management Inc
✚
|
NY | 0.1 |
|
Weigel Fiduciary Asset Management
✚
|
NY | 0.1 |
|
Quint Wealth Management Inc
✚
|
NY | 0.1 |
|
C & C Financial Services Inc
✚
|
NY | 0.1 |
|
Madison Global Advisors LLC
✚
|
NY | 0.1 |
|
Whitwell & Co LLC
✚
|
TX | 0.1 |
|
Leslie Marie Giordano
✚
|
NY | 0.1 |
|
Franco Financial Advisors Inc
✚
|
NY | 0.1 |
|
St Columbanus AG
✚
|
0.1 | |
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 0.1 |