Smart Steps Wealth Management LLC
CRD 330411SEC# 801-129880St. Louis, MO
No longer SEC-registered. Smart Steps Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$60.9M
Employees
1
Accounts
139
Location
St. Louis, MO
Smart Steps Wealth Management LLC assets under management
Smart Steps Wealth Management LLC is a registered investment adviser overseen by the SEC based in St. Louis, MO. It reports $60.9 million in regulatory assets under management and employs 1 people.
Smart Steps Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Frank Darpel Control | Managing Partner & Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Smart Steps Wealth Management LLC manage?
Smart Steps Wealth Management LLC reports $60.9 million in regulatory assets under management on its Form ADV.
How many employees does Smart Steps Wealth Management LLC have?
Smart Steps Wealth Management LLC reports 1 employees.
Where is Smart Steps Wealth Management LLC located?
Smart Steps Wealth Management LLC is based in St. Louis, MO.
Does Smart Steps Wealth Management LLC disclose fund performance?
Smart Steps Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3636 S Geyer Road, Suite 100, St. Louis, MO 63127 |
| Office hours | 8:30a.m. - 4:30p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$60.9MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$60.9Mregulatory AUM
Discretionary $60.9M