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STEPSTONE PRIVATE WEALTH

CHARLOTTE, NC · CRD 305881 · IAPD ↗ · 704-215-4300

$17.93BRegulatory AUM
0Advisory reps
128Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
July 2026 — STEPSTONE PRIVATE WEALTH reported RAUM up 119% ($8.17B -> $17.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
July 2026 — STEPSTONE PRIVATE WEALTH now reports 4 private fund(s) ($2.39B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
July 2025 — STEPSTONE PRIVATE WEALTH added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
July 2025 — STEPSTONE PRIVATE WEALTH reported RAUM up 142% ($3.37B -> $8.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
July 2024 — STEPSTONE PRIVATE WEALTH reported RAUM up 125% ($1.50B -> $3.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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