PRECISION WEALTH STRATEGIES, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Missouri, United States

Employees

Total Number of Employees	10
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,056	$281.0M
Non-Discretionary	21	$16.2M
Total	1,077	$297.2M

Clients

Type	Number	RAUM
Individuals	187	$50.5M
HNW Individuals	80	$173.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	14	$15.6M
Charitable organizations	<5	$1.3M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	15	$56.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	4.1M
Portfolio Manager	0
Both for Same	264.7M

Portfolio Manager to Program	Sponsor
PRECISION WEALTH STRATEGIES, LLC WRAP PROGRAM	PRECISION WEALTH STRATEGIES, LLC

Identifiers

SEC RIA File Number	801-114482
SEC ERA File Number	801-114482
SEC CIK Numbers	1844197
SEC CRD Numbers	299827
Legal Entity Identifier	None

Principal Office

4622 MACKLIND AVE
ST. LOUIS
MO
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic