Precision Wealth Strategies, LLC
Precision Wealth Strategies, LLC is an SEC-registered wealth manager in St. Louis, MO with $711.0M assets under management (AUM, regulatory AUM), +84% over one year. See who owns Precision Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299827, SEC 801-114482, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $711.0M (2026-05-01)
- Firm type
- Wealth Manager
- Location
- St. Louis, MO
- Employees
- 15
- Clients
- 472
- CRD
- 299827
- Ownership
- HEDGES, MADELINE, ELAINE; TORBAY HOLDINGS, LLC; O'Connor, Trevor, James; ROBINSON, DARIN, JEROME; MCCARTHY, MICHELLE, ANNE
How much AUM does Precision Wealth Strategies, LLC have?
Precision Wealth Strategies, LLC reported $711.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Precision Wealth Strategies, LLC?
Disclosed owners and executives of Precision Wealth Strategies, LLC include HEDGES, MADELINE, ELAINE, TORBAY HOLDINGS, LLC, O'Connor, Trevor, James, ROBINSON, DARIN, JEROME, MCCARTHY, MICHELLE, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.