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Building 2SMART STEPS WEALTH MANAGEMENT LLC

Map pinST. LOUIS, MO
Phone314-970-2377
NotebookSEC #801-129880
Total AUM
$60.9M
Employees
1
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3636 S GEYER ROAD
SUITE 100
ST. LOUIS
MO 63127
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
314-970-2377
Other Offices
5

ReceiptFinancials

Total AUM
$60.9M
Accounts
139
Discretionary
$60.9M
Accounts
139
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$19.4M
HNW Individual Clients
16
AUM
$41.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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