PRECISION WEALTH STRATEGIES, LLC

RIASEC RegisteredEst. 2019
Total AUM
$711M
Discretionary
$684M
96% of AUM
Avg account
$419K
Accounts
1,697
Employees
15
Advisory reps
9

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
299827
Registered since
January 28, 2019
Website
www.precisionwealthstrategies.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.03%
  • Corporations / Businesses14.78%
  • Pension & Profit Sharing Plans3.75%
  • Individuals3.2%
  • Charitable Organizations0.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Precision Wealth Strategies, LLC is an independent, SEC-registered registered investment adviser that began registration in 2019 and operates as an LLC. The firm serves both individual and family clients as well as institutional accounts, and it functions as a capital allocator that employs third-party managers for certain strategies. Its advisory offering includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Compensation is a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, Public Funds/Mutual Funds 19%, Private Funds 18%, Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Other 1%38%
  • Exchange Traded Equities38%
  • Public Funds/Mutual Funds19%
  • Private Funds18%
  • Investment Grade Corp Bonds15%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3

  • DARIN ROBINSON

    Founder & CEOCRD 4594551

  • Trevor O'Connor

    Chief Operating OfficerCRD 7343812

  • MICHELLE MCCARTHY

    Chief Compliance OfficerCRD 7682269

Contacts

3 of 6

  • John Jones

    Senior Investment AnalystCRD 6028062

  • Lyndsey Monahan

    Investment AdvisorCRD 6363554

  • Nathan Cameron

    Client AssociateCRD 8190603

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$182M in ETFs

Passive

76%

$139M

Active

23%

$42.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$29.2M48,89116.09%
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Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS CITY

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS CITY
Address
4622 Macklind Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth