SMART STEPS WEALTH MANAGEMENT LLC
CRD #330411 SEC #801-129880 ST. LOUIS, MO 314-970-2377
SEC Registered
Total AUM
$60.9M
Discretionary
$60.9M
Employees
1
Clients
0
Accounts
139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $60.9M | $60.9M | $0 | 1 | 0 |
| Mar 2025 | $60.9M | $60.9M | $0 | 1 | 0 |
| Feb 2025 | $60.9M | $60.9M | $0 | 1 | 0 |
| Jan 2025 | $60.9M | $60.9M | $0 | 1 | 0 |
| Sep 2024 | $55M | $55M | $0 | 1 | 0 |
| Sep 2024 | $55M | $55M | $0 | 1 | 0 |
| Aug 2024 | $55M | $55M | $0 | 1 | 0 |
| May 2024 | $0 | $0 | $0 | 1 | 0 |
| Apr 2024 | $0 | $0 | $0 | 1 | 0 |
| Apr 2024 | $0 | $0 | $0 | 1 | 0 |
| Mar 2024 | $0 | $0 | $0 | 1 | 0 |
| Mar 2024 | $0 | $0 | $0 | 1 | 0 |
| Mar 2024 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0