SourcingSourcing

PRECISION WEALTH STRATEGIES, LLC

C26
CRD 299827·SEC 801-114482·ST. LOUIS, MO
AUM
$711.0M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRECISION WEALTH STRATEGIES, LLC
CRD
299827
SEC file #
801-114482
EIN
262032682
DBA names
—

Economics

AUM
$711.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$100.6M → $711.0M▲ +607%
Client mix
Individuals High Net Worth282
Individuals Other154
Corporations19
Pension Profit Sharing Plans15
Charitable Organizations1

Operations

Employees (total)
15
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
4 advisors → 8 advisors▲ +100%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
facebook.com/precisionwealthstrategies(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INTEGRATED HOLDINGS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
INTEGRATED HOLDINGS, LLC
HORSESHOE COMPANY, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:precisionstrategies.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001844197
Edgar Registered
Yes
Edgar Filing Count
26
Edgar First Filing Date
2021-04-26
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0001765380-26-000175

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2566
Soi Zip Pct 200k Plus
0.0622
Soi Zip Returns 200k Plus
900
Soi Zip Total AGI
1,169,493
Fdic Zip Total Deposits
32,052,359,000
Fdic Zip Branch Count
371
Fdic Zip Top Banks
Bank of America, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
4622 MACKLIND AVESAINT LOUIS, MO 63109
Business
4622 MACKLIND AVESAINT LOUIS, MO 63109
Edgar EIN
262032682
Edgar Recent Filings
13F-HR2026-05-06 · 0001765380-26-000175
13F-HR2026-01-30 · 0001765380-26-000059
Fdic Zip Branches Raw
Lindell Bank & Trust CompanySt. Louis, MO
Southwest Bank of St. LouisSt. Louis, MO
Fdic Zip HHI
1078.96
Fdic Zip Top Bank Share Pct
26
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,190
Returns2,880
Stub 2
AGI130,462
Returns3,450
Stub 3
AGI166,042
Returns2,700
Soi Zip Total Business Income
36,612
Soi Zip Total Cap Gains
33,177
Soi Zip Total Dividends
21,993
Soi Zip Total Returns
14,460
Trust Company Affiliate
No

People (9)

9
ROBINSON, DARIN, JEROME
IAR · Executive Officer · 2.5%
4594551
MCCARTHY, MICHELLE, ANNE
Executive Officer · 2.5%
7682269
Nathan Edward Cameron
IAR
8190603
Trevor James O'Connor
IAR
7343812
SPENCER LLOYD FUNK
IAR
6246325
John Douglas Jones
IAR
6028062
Alexander Mark Hoover
IAR
7182849
CHRISTOPHER DOUGLAS BATTREALL
IAR
4089104
Lyndsey Nicole Monahan
IAR
6363554