PRECISION WEALTH STRATEGIES, LLC

ST. LOUIS, Missouri·2 registered advisors·CRD# 299827

SEC# 801-1144821314-994-6460

01

Firm Overview

AUM

$297M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PRECISION WEALTH STRATEGIES, LLC

2 registered advisors

Darin Jerome Robinson

ST. LOUIS, Missouri

Trevor James O'connor

ST. LOUIS, Missouri

05

Office Locations

ST. LOUIS, Missouri

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Data sourced from SEC Form ADV filings. PRECISION WEALTH STRATEGIES, LLC (CRD# 299827) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.