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Smart Steps Wealth Management LLC

CRD 330411SEC# 801-129880St. Louis, MO
Export (members)
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
NameTitleOwnershipSince
Joseph Frank Darpel ControlManaging Partner & Chief Compliance OfficerOver 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

Address3636 S Geyer Road, Suite 100, St. Louis, MO 63127
Office hours8:30a.m. - 4:30p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$60.9M
Non-discretionary$0
Total (RAUM)$60.9M