STEPS Wealth Management
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at STEPS Wealth Management
Emma Norton Selzer
Founder - Financial adviser
STEPS Wealth Management Email Formats
STEPS Wealth Management uses 1 email format. The most common is {first name} (e.g., john@stepswealthmanagement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@stepswealthmanagement.com | 100% |
About STEPS Wealth Management
Steps Wealth Management is a boutique financial advice firm built on the principles of clarity, fairness, and transparency. We specialise in helping individuals — particularly UK expats living in Australia — navigate complex financial decisions with clean, personalised advice tailored to their goals. Fully licensed through Shartru Wealth, we offer a domestic, client-first approach, cutting through jargon to deliver real outcomes. Whether it’s UK pension transfers, retirement planning, or investment advice, our mission is simple: To give you confidence in every step of your financial journey.
STEPS Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
STEPS Wealth Management has never raised funding before.
United States
Israel
Frequently asked questions
4.8
40,000 users
