Data / Investment advisers / Missouri / Precision Wealth Strategies, LLC
Precision Wealth Strategies, LLC, St. Louis, MO: $711 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Precision Wealth Strategies, LLC is an SEC registered investment adviser with its main office in St. Louis, Missouri and reports $711 million in regulatory assets under management in its Form ADV filed May 1, 2026. Its clients include high net worth individuals, corporations and other businesses and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Precision Wealth Strategies, LLC (CRD number 299827): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 299827
- SEC file number
- 801-114482
- SEC status
- Approved, effective January 28, 2019
- Main office
- 4622 Macklind Ave, St. Louis, MO 63109
- Phone
- (314) 994-6460
- Regulatory AUM
- $711,032,584 in the Form ADV filed May 1, 2026
- Discretionary AUM
- $684,390,338
- Non discretionary AUM
- $26,642,246
- Accounts
- 1,697
- Employees
- 15, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 282 | $554.8 million |
| Corporations or other businesses | 19 | $105.1 million |
| Pension and profit sharing plans | 15 | $26.7 million |
| Individuals (other than high net worth individuals) | 154 | $22.8 million |
| Charitable organizations | 1 | $1.3 million |
| State or municipal government entities | 1 | $318,176 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $711 million | March 10, 2026 |
| December 1, 2025 | $386.3 million | October 10, 2025 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Clayton Financial Group, LLC | St. Louis | $793.8 million | Not listed | adviserinfo.sec.gov |
| Sunpointe Investments | St. Louis | $790.7 million | Not listed | adviserinfo.sec.gov |
| Huntleigh Advisors, Inc. | St. Louis | $781.8 million | Not listed | adviserinfo.sec.gov |
| Adk Wealth Advisory Group | St. Louis | $768.5 million | Not listed | adviserinfo.sec.gov |
| RBF Wealth Advisors | St. Louis | $716.1 million | Not listed | adviserinfo.sec.gov |
| Duncker Streett & Co. | St. Louis | $707.3 million | Not listed | adviserinfo.sec.gov |
| Benjamin F. Edwards Wealth Management, LLC | St. Louis | $705.4 million | Not listed | adviserinfo.sec.gov |
| Monetary Management Group Inc | St Louis | $583.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Precision Wealth Strategies, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.