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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 27, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDREWS, EMILY, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREWS, EMILY, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREWS, EMILY, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREWS, EMILY, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DARPEL, JOSEPH, FRANK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| DARPEL, JOSEPH, FRANK | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SMART STEPS HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
Registrations
Federal
IA
Jun 27, 2025 REGISTERED
Notice Filings (3)
FL IL MO
Address
3636 S GEYER ROADSUITE 100
ST. LOUIS, MO 63127
United States
Phone: 314-970-2377