Smart Steps Wealth Management LLC

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Assets, Funds, Holdings

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Smart Steps Wealth Management LLC
CRD #330411
SEC #801-129880
CIK #
AUM $55.0 MM (2024-08-06)
Employees 1 (100% Investors, 0% Brokers)
Phone314-970-2377
Address3636 S Geyer Road
St Louis, MO 63127
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
604836241202009201420192025
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
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Whitwell & Co LLC
TX 0.1
Leslie Marie Giordano
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Franco Financial Advisors Inc
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St Columbanus AG
0.1
Stavis Wealth Transfer Solutions LLC
TX 0.1
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