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PRECISION WEALTH STRATEGIES, LLC

ST. LOUIS, MO · CRD 299827 · IAPD ↗ · 314-994-6460

$711.0MRegulatory AUM
8Advisory reps
15Employees
0Clients
26-50Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — PRECISION WEALTH STRATEGIES, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — PRECISION WEALTH STRATEGIES, LLC crossed $500M in regulatory AUM ($386.3M -> $711.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
December 2025 — PRECISION WEALTH STRATEGIES, LLC notice-filed in AZ, CO, NE, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2025 — PRECISION WEALTH STRATEGIES, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — PRECISION WEALTH STRATEGIES, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2025 — PRECISION WEALTH STRATEGIES, LLC reported RAUM up 30% ($297.2M -> $386.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — PRECISION WEALTH STRATEGIES, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.