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Stephen Richard Smith

ShareholderSignificant Wealth Partners LLCCRD 6713437

About Stephen Richard Smith

Stephen Richard Smith is listed as Shareholder at Significant Wealth Partners LLC in Cary, IL. Form ADV reports a beneficial ownership band of Under 5%. Stephen Richard Smith is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Significant Wealth Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Richard Smith work?

Stephen Richard Smith is listed as Shareholder at Significant Wealth Partners LLC on SEC Form ADV.

How much of Significant Wealth Partners LLC does Stephen Richard Smith own?

Form ADV reports a beneficial ownership band of Under 5%.

Significant Wealth Partners LLC

TitleShareholder
OwnershipUnder 5%
Control personYes
Since2018

Wealth Builder Funds, LLC

TitleManaging Partner
OwnershipUnder 5%
Control personNo
Since2024

Stephen Smith Financial Inc.

TitlePresident / Cco
OwnershipOver 75%
Control personYes
Since2025

Significant Wealth Partners LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2023

Wealth Builder Funds, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2023