Precision Wealth Strategies, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 299827
- Registered since
- January 28, 2019
- 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
FINTRXOverview
Precision Wealth Strategies, LLC is an independent registered investment adviser that began SEC registration in 2019 and operates as an LLC. The firm serves both individual/family clients and institutional investors and acts as a capital allocator, selecting outside managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for larger businesses or institutions, pension consulting, and the selection of other advisers. Fee arrangements vary by client and include asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$163M in ETFs
76%
$123M
22%
$39.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $32.8M | 47,801 | 20.18% |
Location
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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