PRECISION WEALTH STRATEGIES, LLC

4622 Macklind Ave
St. Louis, Missouri 63109
Tel: 314-994-6460

About PRECISION WEALTH STRATEGIES, LLC

PRECISION WEALTH STRATEGIES, LLC, formally registered with the SEC as PRECISION WEALTH STRATEGIES, LLC. The firm was established in 01/28/2019. They have over 3 offices throughout the country.

PRECISION WEALTH STRATEGIES, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $386,268,992 assets under management, offering retirement planning & investment advisory services to 1085 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299827
SEC#	801-114482
Assets Managed by Firm	$386,268,992
No. of Clients	1085
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1085	$386,268,992
Individuals (other than high net worth individuals)	221	$70,614,330
High net worth individuals	92	$224,790,284
Pension and profit sharing plans	14	$16,308,810
Charitable organizations	Fewer than 5 clients	$1,303,212
Corporations or other businesses	15	$73,120,043

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