{
  "crd_number": 299827,
  "slug": "precision-wealth-strategies-llc-st-louis-mo-299827",
  "primary_business_name": "PRECISION WEALTH STRATEGIES, LLC",
  "legal_name": "PRECISION WEALTH STRATEGIES, LLC",
  "dbas": [],
  "city": "St. Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-01-28",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-05-01",
  "carried_forward": false,
  "raum_total": 711032584.0,
  "raum_discretionary": 684390338.0,
  "raum_non_discretionary": 26642246.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1345329.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 22763586.0,
      "count": 154
    },
    "state_municipal": {
      "raum": 318176.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 26663361.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 554837819.0,
      "count": 282
    },
    "corporations_other_businesses": {
      "raum": 105104313.0,
      "count": 19
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "LA",
    "MO",
    "NE",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/precisionwealthstrategies",
    "https://linkedin.com/company/precision-wealth-strategies",
    "https://precisionwealthstrategies.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299827",
  "city_as_filed": "ST. LOUIS",
  "url": "https://advisorcensus.com/firm/precision-wealth-strategies-llc-st-louis-mo-299827",
  "display_name": "Precision Wealth Strategies, LLC",
  "summary": "Precision Wealth Strategies, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.",
  "citation": "AdvisorCensus. Precision Wealth Strategies, LLC (CRD 299827): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Precision Wealth Strategies, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Precision Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Precision Wealth Strategies, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 states: Asset-based fee: 1% to 2.2% a year (a range, as the brochure states it); Hourly rate: up to $450 an hour (financial planning services); Flat fee: up to $50,000 (financial planning services); Flat fee: up to $20,000 (retirement plan advisory services); Hourly rate: up to $250 an hour (retirement plan advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Precision Wealth Strategies, LLC located?",
      "a": "Precision Wealth Strategies, LLC's principal office is in St. Louis, MO, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Precision Wealth Strategies, LLC registered with the SEC or a state?",
      "a": "Precision Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299827."
    },
    {
      "q": "How much does Precision Wealth Strategies, LLC manage?",
      "a": "Precision Wealth Strategies, LLC reports $711,032,584 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (96% discretionary)."
    },
    {
      "q": "How have Precision Wealth Strategies, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Precision Wealth Strategies, LLC: Regulatory assets under management: $167,892,506 in the October 2021 data and $711,032,584 in the October 2026 data, up 324%. Total employees: 9 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Precision Wealth Strategies, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (282); individuals (other than high net worth individuals) (154); corporations or other businesses not listed above (19)."
    },
    {
      "q": "Which custodians does Precision Wealth Strategies, LLC use?",
      "a": "Precision Wealth Strategies, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Precision Wealth Strategies, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299827"
    },
    {
      "q": "Does Precision Wealth Strategies, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 says: \"PWS does not impose a minimum portfolio size or a minimum initial investment to open an account.\""
    },
    {
      "q": "What changed in Precision Wealth Strategies, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $386,268,992 to $711,032,584 (+84%). Added an office in Dallas, TX. No longer lists an office in McKinney, TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 167892506.0,
      "total_employees": 9,
      "filing_date": "2021-03-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 252634675.0,
      "total_employees": 11,
      "filing_date": "2022-04-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 263371495.0,
      "total_employees": 10,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 297191920.0,
      "total_employees": 10,
      "filing_date": "2024-04-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 386268992.0,
      "total_employees": 13,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 711032584.0,
      "total_employees": 15,
      "filing_date": "2026-05-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $386,268,992 to $711,032,584 (+84%).",
        "Added an office in Dallas, TX.",
        "No longer lists an office in McKinney, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in AZ, CO, NE, SC, VA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 2.2% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: up to $450 an hour (financial planning services)",
      "Flat fee: up to $50,000 (financial planning services)",
      "Flat fee: up to $20,000 (retirement plan advisory services)",
      "Hourly rate: up to $250 an hour (retirement plan advisory services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 2.2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The advisory fee typically ranges from 1% to 2.2% on an annual basis."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "PWS does not impose a minimum portfolio size or a minimum initial investment to open an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $450 an hour (financial planning services)"
        ],
        "quotes": [
          "The maximum hourly rate charged will not exceed $450. The maximum flat fee will not exceed $50,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 (financial planning services)"
        ],
        "quotes": [
          "The maximum hourly rate charged will not exceed $450. The maximum flat fee will not exceed $50,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $20,000 (retirement plan advisory services)"
        ],
        "quotes": [
          "The maximum hourly rate charged will not exceed $250. The maximum flat fee will not exceed $20,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $250 an hour (retirement plan advisory services)"
        ],
        "quotes": [
          "The maximum hourly rate charged will not exceed $250. The maximum flat fee will not exceed $20,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        2.2
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 450.0,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 20000.0,
          "period": "one_time",
          "service": "retirement plan advisory services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 250.0,
          "period": "hour",
          "service": "retirement plan advisory services"
        }
      ]
    },
    "quotes": [
      "The advisory fee typically ranges from 1% to 2.2% on an annual basis.",
      "PWS does not impose a minimum portfolio size or a minimum initial investment to open an account.",
      "The maximum hourly rate charged will not exceed $450. The maximum flat fee will not exceed $50,000.",
      "The maximum hourly rate charged will not exceed $450. The maximum flat fee will not exceed $50,000.",
      "The maximum hourly rate charged will not exceed $250. The maximum flat fee will not exceed $20,000.",
      "The maximum hourly rate charged will not exceed $250. The maximum flat fee will not exceed $20,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/precision-wealth-strategies-llc-st-louis-mo-299827.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 154,
      "fewer_than_5": false,
      "raum": 22763586.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 282,
      "fewer_than_5": false,
      "raum": 554837819.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 26663361.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1345329.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 318176.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 19,
      "fewer_than_5": false,
      "raum": 105104313.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299827",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}