Precision Wealth Strategies LLC

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Assets, Funds, Holdings

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Precision Wealth Strategies LLC
CRD #299827
SEC #801-114482
CIK #0001844197
AUM $297.2 MM (2024-03-15)
Employees 10 (60% Investors, 0% Brokers)
Phone314-994-6460
Address4622 Macklind Ave
St Louis, MO 63109
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
OZ 328.9 13.8
NVDA 399,550.0 3.3
META 434,852.0 2.4
NFLX 79,791.6 2.0
MSFT 1,918,222.4 2.0
GE 72,511.8 1.9
COST 207,576.9 1.8
AVGO 201,282.9 1.7
BKNG 74,682.6 1.4
SYK 74,798.9 1.2
View All
Holdings by Sector ($MM)
170136102683402020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 187 50.5
(b) Individuals (high net worth individuals) 80 173.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 14 15.6
(h) Charitable organizations 0 1.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 15 56.7
(n) Other 0 0.0
Total 1,077 297.2
By Discretionary
Discretionary 1,056 281.0
Non-Discretionary 21 16.2
Total 1,077 297.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 297.2
Total 1,077 297.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001844197]
Comparable Firms State AUM ($BB)
Measured Risk Portfolios Inc
CA 0.3
Birmingham Capital Management Co Inc
AL 0.3
Erben Associates LLC
TX 0.3
Oxinas Partners LLC
IN 0.3
IP Financial Advisory Services LLC
NC 0.3
Serenity Investment Advisors LLC
IL 0.3
Kirtland Financial Management Inc
FL 0.3
Mendel Money Management Inc
IL 0.3
Sitrin Capital Management LLC
CA 0.3
Alternative Investment Advisors LLC
FL 0.3
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