# Precision Wealth Strategies, LLC

> 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.

- CRD: 299827
- Filed as: PRECISION WEALTH STRATEGIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299827
- AdvisorCensus page: https://advisorcensus.com/firm/precision-wealth-strategies-llc-st-louis-mo-299827

## Quick answers

**How is Precision Wealth Strategies, LLC compensated?**
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).

**What does Precision Wealth Strategies, LLC's brochure say about its fees?**
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). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Precision Wealth Strategies, LLC located?**
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).

**Is Precision Wealth Strategies, LLC registered with the SEC or a state?**
Precision Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299827.

**How much does Precision Wealth Strategies, LLC manage?**
Precision Wealth Strategies, LLC reports $711,032,584 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (96% discretionary).

**How have Precision Wealth Strategies, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Precision Wealth Strategies, LLC serve?**
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).

**Which custodians does Precision Wealth Strategies, LLC use?**
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.

**Does Precision Wealth Strategies, LLC report any disciplinary disclosures?**
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

**Does Precision Wealth Strategies, LLC state an account minimum?**
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."

**What changed in Precision Wealth Strategies, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Asset-based fee: 1% to 2.2% a year (a range, as the brochure states it)

> The advisory fee typically ranges from 1% to 2.2% on an annual basis.

- Account minimum: None

> PWS does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $711,032,584
- Discretionary: $684,390,338
- Non-discretionary: $26,642,246

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 154 | $22,763,586 |
| High net worth individuals | 282 | $554,837,819 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $26,663,361 |
| Charitable organizations | 1 | $1,345,329 |
| State or municipal government entities (including government pension plans) | 1 | $318,176 |
| Corporations or other businesses not listed above | 19 | $105,104,313 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 15 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, IL, LA, MO, NE, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- precisionwealthstrategies.com
- Facebook @precisionwealthstrategies
- LinkedIn @precision-wealth-strategies

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $167,892,506 | 9 | March 15, 2021 |
| October 2022 | $252,634,675 | 11 | April 21, 2022 |
| October 2023 | $263,371,495 | 10 | March 10, 2023 |
| October 2024 | $297,191,920 | 10 | April 11, 2024 |
| October 2025 | $386,268,992 | 13 | May 6, 2025 |
| October 2026 | $711,032,584 | 15 | May 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### December 2025
- Registered or notice-filed in AZ, CO, NE, SC, VA.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Precision Wealth Strategies, LLC (CRD 299827): Form ADV filing data as of October 2026.