Steffes Financial, Ltd
Steffes Financial, Ltd is an SEC-registered wealth manager in Overland Park, KS with $611.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Steffes Financial, Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134530, SEC 801-64179, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $611.5M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Overland Park, KS
- Employees
- 4
- Clients
- 265
- CRD
- 134530
- Ownership
- STEFFES, GERALD, CLAIR; Steffes, Grant, Gerald; Steffes, Renee, Lynn
How much AUM does Steffes Financial, Ltd have?
Steffes Financial, Ltd reported $611.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Steffes Financial, Ltd?
Disclosed owners and executives of Steffes Financial, Ltd include STEFFES, GERALD, CLAIR, Steffes, Grant, Gerald, Steffes, Renee, Lynn. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.