Precision Wealth Strategies, LLC

CRD 299827 · St. Louis, MO · $711.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 299827
SEC number: 801-114482
Firm type: RIA
Assets under management: $711.0M as of May 1, 2026
Website: www.facebook.com/precisionwealthstrategies ↗
Phone: 314-994-6460
Address: 4622 Macklind Ave, St. Louis, MO, 63109

Advisors at this firm

8 in our index · page 1 of 1

Christopher Douglas BattreallCRD 4089104 · Mount Pleasant, SC

IA RegisteredRegistration inactive
Nathan Edward CameronCRD 8190603 · St. Louis, MO

IA Registered
Spencer Lloyd FunkCRD 6246325 · St. Louis, MO

IA RegisteredRegistration inactive
Alexander Mark HooverCRD 7182849 · St. Louis, MO

IA RegisteredRegistration inactive
John Douglas JonesCRD 6028062 · Georgetown, TX

IA RegisteredRegistration inactive
Lyndsey Nicole MonahanCRD 6363554 · Frisco, TX

IA RegisteredRegistration inactive
Trevor James O'connorCRD 7343812 · St. Louis, MO

IA Registered
Darin Jerome RobinsonCRD 4594551 · Dallas, TX

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 299827 ↗ FINRA BrokerCheck record for firm CRD 299827 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.