Stephen Richard Smith appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Stephen Richard Smith appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-16 | Form ADV | SIGNIFICANT WEALTH PARTNERS LLC | SHAREHOLDER | CARY, IL |
| 2025-08-01 | Form ADV | WEALTH BUILDER FUNDS, LLC | MANAGING PARTNER | CARY, IL |
| 2025-12-04 | Form ADV | STEPHEN SMITH FINANCIAL INC. | PRESIDENT / CCO | SCHAUMBURG, IL |