SMART STEPS WEALTH MANAGEMENT LLC

Overview

Smart Steps Wealth Management LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. It charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements for planning and advisory work. Investment activity is centered on publicly managed funds rather than operating proprietary pooled vehicles. The firm is not a capital allocator and relies on third‑party managers when accessing alternative strategies. Smart Steps does not list active ESG investing as a front‑end focus, and its client mix is geared toward household and family portfolios rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices