Precision Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Top client segmentHNWI represent 59.7% of total clients.
Top client categories% of clientsClients
1
HNWI
59.7%
282
2
Individuals
32.6%
154
3
Corporations
4.0%
19
4
Pension Plans
3.2%
15
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$711Mas of April 30, 2026
Discretionary96.3%
$684M
96% of total RAUM96.3%
Non-discretionary3.7%
$27M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$711M
Total Accounts1,697
10Y AUM Change+$711M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee31:1
10Y Employee Change+11 (+275.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.