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PRECISION WEALTH STRATEGIES, LLC
CRD 299827File 801-114482
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$711.0M
Above cohort median (national)
Discretionary AUM
$684.4M
Non-discretionary $26.6M
Clients
472
1,697 accounts
Employees
15
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 28, 2019
- Principal office
- 4622 MACKLIND AVE, ST. LOUIS, MO, 63109
- Phone
- 314-994-6460
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $711.0M
- Discretionary AUM
- $684.4M
- Non-discretionary AUM
- $26.6M
- Discretionary accounts
- 1,644
- Non-discretionary accounts
- 53
- Total accounts
- 1,697
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $105.1M |
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 282 | $554.8M |
| Pension and profit sharing plans | 15 | $26.7M |
| State or municipal government entities | Fewer than 5 | $318K |
| Individuals (other than high net worth individuals) | 154 | $22.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.