PRECISION WEALTH STRATEGIES, LLC
CRD #299827 SEC #801-114482 ST. LOUIS, MO 314-994-6460
SEC Registered
Total AUM
$386.3M
Discretionary
$366.2M
Employees
13
Clients
51
Accounts
1,085
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $386.3M | $366.2M | $20.1M | 13 | 0 |
| Oct 2025 | $386.3M | $366.2M | $20.1M | 13 | 0 |
| Aug 2025 | $386.3M | $366.2M | $20.1M | 13 | 0 |
| May 2025 | $386.3M | $366.2M | $20.1M | 13 | 0 |
| Apr 2025 | $386.3M | $366.2M | $20.1M | 13 | 0 |
| Apr 2025 | $386.3M | $366.2M | $20.1M | 13 | 0 |
| Mar 2025 | $386.3M | $366.2M | $20.1M | 13 | 0 |
| Apr 2024 | $297.2M | $281M | $16.2M | 10 | 0 |
| Apr 2024 | $297.2M | $281M | $16.2M | 10 | 0 |
| Mar 2024 | $297.2M | $281M | $16.2M | 10 | 0 |
| Mar 2023 | $263.4M | $241.9M | $21.5M | 10 | 0 |
| Mar 2023 | $263.4M | $241.9M | $21.5M | 10 | 0 |
| Apr 2022 | $252.6M | $233.9M | $18.8M | 11 | 0 |
| Apr 2022 | $252.6M | $233.9M | $18.8M | 11 | 0 |
| Mar 2022 | $252.6M | $233.9M | $18.8M | 11 | 0 |
| Nov 2021 | $167.9M | $152.9M | $15M | 9 | 0 |
| Mar 2021 | $167.9M | $152.9M | $15M | 9 | 0 |
| Jun 2020 | $144.2M | $131.5M | $12.6M | 4 | 0 |
| May 2020 | $144.2M | $131.5M | $12.6M | 4 | 0 |
| Mar 2020 | $144.2M | $131.5M | $12.6M | 4 | 0 |
| May 2019 | $100.6M | $11.2M | $89.4M | 4 | 0 |
| Feb 2019 | $0 | $0 | $0 | 4 | 0 |
| Jan 2019 | $0 | $0 | $0 | 4 | 0 |
| Dec 2018 | $0 | $0 | $0 | 4 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$386.3M
Discretionary$366.2M
Non-Disc.$20.1M
Employees13
Clients0
DateOct 2025
Total AUM$386.3M
Discretionary$366.2M
Non-Disc.$20.1M
Employees13
Clients0
DateAug 2025
Total AUM$386.3M
Discretionary$366.2M
Non-Disc.$20.1M
Employees13
Clients0
DateMay 2025
Total AUM$386.3M
Discretionary$366.2M
Non-Disc.$20.1M
Employees13
Clients0
DateApr 2025
Total AUM$386.3M
Discretionary$366.2M
Non-Disc.$20.1M
Employees13
Clients0
DateApr 2025
Total AUM$386.3M
Discretionary$366.2M
Non-Disc.$20.1M
Employees13
Clients0
DateMar 2025
Total AUM$386.3M
Discretionary$366.2M
Non-Disc.$20.1M
Employees13
Clients0
DateApr 2024
Total AUM$297.2M
Discretionary$281M
Non-Disc.$16.2M
Employees10
Clients0
DateApr 2024
Total AUM$297.2M
Discretionary$281M
Non-Disc.$16.2M
Employees10
Clients0
DateMar 2024
Total AUM$297.2M
Discretionary$281M
Non-Disc.$16.2M
Employees10
Clients0
DateMar 2023
Total AUM$263.4M
Discretionary$241.9M
Non-Disc.$21.5M
Employees10
Clients0
DateMar 2023
Total AUM$263.4M
Discretionary$241.9M
Non-Disc.$21.5M
Employees10
Clients0
DateApr 2022
Total AUM$252.6M
Discretionary$233.9M
Non-Disc.$18.8M
Employees11
Clients0
DateApr 2022
Total AUM$252.6M
Discretionary$233.9M
Non-Disc.$18.8M
Employees11
Clients0
DateMar 2022
Total AUM$252.6M
Discretionary$233.9M
Non-Disc.$18.8M
Employees11
Clients0
DateNov 2021
Total AUM$167.9M
Discretionary$152.9M
Non-Disc.$15M
Employees9
Clients0
DateMar 2021
Total AUM$167.9M
Discretionary$152.9M
Non-Disc.$15M
Employees9
Clients0
DateJun 2020
Total AUM$144.2M
Discretionary$131.5M
Non-Disc.$12.6M
Employees4
Clients0
DateMay 2020
Total AUM$144.2M
Discretionary$131.5M
Non-Disc.$12.6M
Employees4
Clients0
DateMar 2020
Total AUM$144.2M
Discretionary$131.5M
Non-Disc.$12.6M
Employees4
Clients0
DateMay 2019
Total AUM$100.6M
Discretionary$11.2M
Non-Disc.$89.4M
Employees4
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0