Precision Wealth Strategies, LLC
● SEC registered since 2019CRD 299827SEC# 801-114482St. Louis, MO
Reg. AUM
$711M
Employees
15
Accounts
1,697
Location
St. Louis, MO
Precision Wealth Strategies, LLC assets under management
Precision Wealth Strategies, LLC is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 2019. It reports $711 million in regulatory assets under management and employs 15 people.
Precision Wealth Strategies, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Boaz Holdings United, LLC | Limited Partner | Under 5% | 2025 |
| Darin Jerome Robinson Control | Chief Executive Officer | Under 5% | 2018 |
| Horseshoe Company, LLC | Limited Partner | 10-25% | 2025 |
| Integrated Holdings, LLC Control | General Partner | 50-75% | 2024 |
| Michelle Anne McCarthy | Chief Compliance Officer | Under 5% | 2025 |
| Torbay Holdings, LLC | Limited Partner | 5-10% | 2024 |
| Darin Jerome Robinson Control | Shareholder | Over 75% | 2024 |
Frequently asked questions
How much does Precision Wealth Strategies, LLC manage?
Precision Wealth Strategies, LLC reports $711 million in regulatory assets under management on its Form ADV.
How many employees does Precision Wealth Strategies, LLC have?
Precision Wealth Strategies, LLC reports 15 employees.
Where is Precision Wealth Strategies, LLC located?
Precision Wealth Strategies, LLC is based in St. Louis, MO and has been SEC-registered since 2019.
Does Precision Wealth Strategies, LLC disclose fund performance?
Precision Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4622 MacKlind Ave, St. Louis, MO 63109 |
| Phone | 314-994-6460 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1844197 |
| Discloses disciplinary history | No |
Regulatory AUM
$711M▲ 84%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$711Mregulatory AUM
Discretionary $684.4MNon-discretionary $26.6M