Smart Steps Wealth Management LLC
Smart Steps Wealth Management LLC is an SEC-registered mass-market adviser with $60.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Smart Steps Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330411, data through 2025-06-27.
- AUM (assets under management / regulatory AUM)
- $60.9M (2025-06-27)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 78
- CRD
- 330411
- Ownership
- ANDREWS, EMILY, JACQUELINE; SMART STEPS HOLDINGS, LLC; DARPEL, JOSEPH, FRANK
How much AUM does Smart Steps Wealth Management LLC have?
Smart Steps Wealth Management LLC reported $60.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-06-27).
Who owns Smart Steps Wealth Management LLC?
Disclosed owners and executives of Smart Steps Wealth Management LLC include ANDREWS, EMILY, JACQUELINE, SMART STEPS HOLDINGS, LLC, DARPEL, JOSEPH, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.