PRECISION WEALTH STRATEGIES, LLC

PRECISION WEALTH STRATEGIES, LLC of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 299827). Regulatory assets under management: $711.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (7)

NameRoleLocation
Michelle Anne MccarthyCHIEF COMPLIANCE OFFICER
Darin Jerome RobinsonCHIEF EXECUTIVE OFFICER; SHAREHOLDER
Trevor James O'ConnorCHIEF OPERATING OFICER; SHAREHOLDER
Madeline Elaine HedgesCHIEF COMPLIANCE OFFICER
O'CONNOR KEVIN JAMESCHIEF OPERATING OFICER
HEDGES MADELINE ELAINECHIEF COMPLIANCE OFFICER
ROBINSON DARIN JEROMECHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

Branch offices (4)

CityStateEmployeesPhone
DALLASTX1314-994-6460
1314-994-6460
1314-994-6460
1314-994-6460

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