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Building 2STEPSTONE PRIVATE WEALTH

Map pinCHARLOTTE, NC
Phone704-215-4300
NotebookSEC #801-117639
Total AUM
$8.2B
Employees
97
Clients
10

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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