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Smart Steps Wealth Management LLC CRD 330411
$81.5M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3636 S Geyer Road Suite 100, St. Louis, MO 63127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED_RES | 2026-02-02 |
| MO | RA | APPROVED | 2024-04-22 |
Branch Locations
3636 S Geyer Road Suite 100, St. Louis, MO 63127 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. Louis | MO | 12/1993 | 10/2019 |
| Raymond James Financial Services Advisors, Inc | St. Louis | MO | 01/2009 | 10/2019 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | St. Louis | MO | 09/2021 | 04/2024 |
| Hayden Royal | St. Louis | MO | 10/2019 | 09/2021 |
| Smart Steps Wealth Management, Llc | St. Louis | MO | 04/2024 | Present |
Jos F Darpel Investment Co - St. Louis, MO Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 07/17/2008 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: President
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
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