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Smart Steps Wealth Management LLC

Smart Steps Wealth Management LLC. CRD 330411

S

CRD: 330411

Smart Steps Wealth Management LLC

St. Louis, MO, 63127
(314) 970-2377
www.smartstepswealth.com
$81.5M Total AUM
$81.5M Disc. AUM
-- 3Y CAGR
1 Employees
282 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
Available
Established Date
04-19-2024
Office Locations
1

Office Locations

3636 S Geyer Road Suite 100 St. Louis MO

About Smart Steps Wealth Management LLC

Smart Steps Wealth Management is a Missouri-registered RIA providing financial planning, retirement planning, college savings strategies, estate planning, tax-aware investment strategies, and ongoing portfolio management aligned to client goals and risk tolerance. The firm is a Ramsey SmartVestor Pro, having completed Ramsey Solutions’ vetting and training.

Team overview

-- AVG AGE
$81.5M AVG AUM / ADVISOR
$289.2K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

JOSEPH FRANK DARPEL III

JOSEPH FRANK DARPEL III

Chief Compliance Officer, Investment Advisor, Managing Partner

CRD
#2271298
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-23-2024
06-27-2025
Category Assets AVG. Account size
Discretionary $81,542,871 $438,218
Non-Discretionary $0 --
Total $81,542,871 $438,218

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - OTC:
Available
Cash:
Available
Other:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - OTC Available Available
Cash Available Available
Other Available Available
Total Available Available

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