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NEXT STEP FINANCIAL TRANSITIONS, LLC

Advisory

TX

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in TX
#2,341
of 2,813 advisers by AUM
Average account
$113K
across 92 accounts
AUM per adviser
$5M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$10M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients57
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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PERCEPTIVE WEALTH ADVISORS LLC
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MERIDIAN INVESTMENT MANAGEMENT, INC.
$10M
BOW STREAM INVESTMENTS LLC
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$10M
GLYNN CAPITAL ADVISORS, LLC
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