PPrivate Fund Data Log in Join · $37/mo

Precision Wealth Strategies, LLC

● SEC registered since 2019CRD 299827SEC# 801-114482St. Louis, MO
Export (members)
Reg. AUM
$386.3M
Employees
13
Accounts
1,085
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 $386.3 million in regulatory assets under management and employs 13 people.
www.facebook.com/precisionwealthstrategiesView on SEC.gov ↗

Precision Wealth Strategies, LLC owners & executives

7 reported
NameTitleOwnershipSince
Darin Jerome Robinson ControlChief Executive OfficerUnder 5%2018
Integrated Holdings, LLC ControlGeneral PartnerOver 75%2024
Madeline Elaine HedgesChief Compliance OfficerUnder 5%2020
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Precision Wealth Strategies, LLC manage?

Precision Wealth Strategies, LLC reports $386.3 million in regulatory assets under management on its Form ADV.

How many employees does Precision Wealth Strategies, LLC have?

Precision Wealth Strategies, LLC reports 13 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

Address4622 MacKlind Ave, St. Louis, MO 63109
Phone314-994-6460
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1844197
Discloses disciplinary historyNo

Assets under management

Discretionary$366.2M
Non-discretionary$20.1M
Total (RAUM)$386.3M