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PRECISION WEALTH STRATEGIES, LLC
CRD 299827 · SEC 801-114482
4622 MACKLIND AVE, ST. LOUIS, MO, 63109, United States
Phone
314-994-6460
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$711.0M
Discretionary AUM
$684.4M
Team
15 total employees; 8 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $22.8M |
| High net worth individuals | 282 | $554.8M |
| Pension/profit sharing plans | 15 | $26.7M |
| Charitable organizations | 1 | $1.3M |
| State/municipal entities | 1 | $318K |
| Corporations/business entities | 19 | $105.1M |
States served
AZ, CA, CO, IL, LA, NE, SC, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD