STEPSTONE PRIVATE WEALTH

128 South Tryon Street
Suite 880
Charlotte, North Carolina 28202
Tel: 704-215-4300

About STEPSTONE PRIVATE WEALTH

STEPSTONE PRIVATE WEALTH, formally registered with the SEC as STEPSTONE PRIVATE WEALTH. The firm was established in 11/14/2019. They have over 1 offices throughout the country.

STEPSTONE PRIVATE WEALTH is a Charlotte, North Carolina based Financial Planning firm with nearly $3,373,097,692 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 62 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305881
SEC#	801-117639
Assets Managed by Firm	$3,373,097,692
No. of Clients	9
No. of Advisors	62

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$3,373,097,692

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