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STEP CHANGE ADVISORS, LLC

SAINT LOUIS, MO · CRD 153299 · IAPD ↗ · stepchangeadvisors.com · 314-517-6845

$110.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — STEP CHANGE ADVISORS, LLC (SAINT LOUIS, MO) left the SEC roster (was $110.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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