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STAIRWAY PARTNERS, LLC

MINNEAPOLIS, MN · CRD 133157 · IAPD ↗ · stairwaypartners.com · 630-371-2626

$2.36BRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2025 — STAIRWAY PARTNERS, LLC moved its main office from CHICAGO, IL to MINNEAPOLIS, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
August 2024 — STAIRWAY PARTNERS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
August 2024 — STAIRWAY PARTNERS, LLC reported RAUM up 90% ($1.04B -> $1.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.