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| Precision Wealth Strategies LLC
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| CRD # | 299827 |
| SEC # | 801-114482 |
| CIK # | 0001844197 |
| AUM | 711.0 M (2026-05-01) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 314-994-6460 |
| Address | 4622 Macklind Ave St Louis, MO 63109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Belpointe PREP LLC | 12.8 | ||
| General Electric Co | 8.7 | ||
| Marriott International Inc /MD/ | 8.6 | ||
| Nvidia Corp | 5.3 | ||
| Alphabet Inc | 5.2 | ||
| Facebook Inc | 4.8 | ||
| Micron Technology Inc | 4.4 | ||
| Wal Mart Stores Inc | 4.0 | ||
| Caterpillar Inc | 3.9 | ||
| United Technologies Corp /DE/ | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 22.8 |
| (b) Individuals (high net worth individuals) | 282 | 554.8 |
| (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 | 15 | 26.7 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 1 | 0.3 |
| (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 | 19 | 105.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,697 | 711.0 |
| By Discretionary | ||
| Discretionary | 1,644 | 684.4 |
| Non-Discretionary | 53 | 26.6 |
| Total | 1,697 | 711.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 711.0 | |
| Total | 1,697 | 711.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844197] | |
| SC 13G | [0001844197] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Precision Wealth Strategies LLC | Belpointe PREP LLC | [2025-01-23] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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