DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Precision Wealth Strategies, LLC

Independent wealth managerSt. Louis, MissouriCRD 299827SEC 801-114482website IAPD

Latest filing May 1, 2026

First filing on the tape Nov 21, 2018 · 27 filings

SEC status approved since Jan 28, 2019

RAUM

$711M

reported, Item 5.F

Discretionary

96%

of RAUM

Private clients

81%

$578M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$88.9M

derived; firm RAUM over IAPD count

Employees

8 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

27 filings and snapshots on the tape

RAUM$711M as of May 1, 2026

Mar 23, 2020$144M then

HNW client RAUM$555M as of May 1, 2026

Mar 23, 2020$105M then

State-registered IARs (5.B.3)8 as of May 1, 2026

Mar 23, 20204 then

Employees (5.A)15 as of May 1, 2026

Mar 23, 20204 then

Private funds: no history

RAUM +84% over the last fiscal year+39% a year over threeIARs 7 to 8offices 2 to 4

Practice profile

derived from the filing of May 1, 2026; every figure names its basis

Archetypes, each a printed rule

Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $88.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 55derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.0MderivedHNW RAUM over HNW clients
Average account: $418,994derivedRAUM over accounts (5.F.2.f)
Discretionary: 96%derivedof RAUM
Institutional: 4.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.9derivedItem 5.A over advisors
Advisors per office: 1.6derived5 offices incl. principal (1.F.5)
RAUM growth, one year: +84%derivedbetween the last two annual amendments
Advisor growth, one year: +14%derivedItem 5.B.3 between annual amendments
Client growth, one year: +39%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program: $667MreportedItem 5.I
Custody: $212M, 490 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$555M78%
Corporations and businesses$105M15%
Pension and profit-sharing plans$26.7M3.7%
Individuals$22.8M3.2%
Charitable organizations$1.3M0.2%
State and municipal entities$318,1760.0%

Individual clients: 154reported
HNW clients: 282reported
Pension plan clients: 15reported
Charitable clients: 1reported
Accounts: 1,697reported
Financial planning clients: 26-50reported
Wrap fee programs: $234M sponsored, $0 managedreported
Custody of client assets: $212M for 490 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.81 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

8 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Darin Jerome Robinson	Dallas, Tx	Jan 30, 2019	23 y	1
John Douglas JonesCertified Financial Planner	Georgetown, Tx	Mar 15, 2019	14 y	2
Spencer Lloyd FunkCertified Financial Planner	St. Louis, Mo	Mar 15, 2019	13 y	2
Trevor James O'Connor	St. Louis, Mo	Mar 9, 2021	13 y	0
Alexander Mark Hoover	St. Louis, Mo	Jul 31, 2023	11 y	1
Lyndsey Nicole MonahanChartered Financial Consultant	Frisco, Tx	Jun 4, 2024	12 y	3
Christopher Douglas BattreallCertified Financial Planner	St. Louis, Mo	May 15, 2025	26 y	4
Nathan Edward Cameron	St. Louis, Mo	Jan 30, 2026	14 y	0

Advisor movement

1 left, 0 joined in 12 months

net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount2 left over 36 months

Left, latest

Matthew M Truty to Cetera Investment Advisers LLC
Nov 14, 2025 · RIA to affiliated broker-dealer or bank
John Clark Sullivan to Focus Partners Wealth, LLC
Jul 11, 2025 · RIA to RIA

Joined, latest

Christopher Douglas Battreall from Cetera Advisor Networks LLC
May 15, 2025 · Other
Matthew M Truty from Wells Fargo Advisors
Apr 3, 2025 · Wirehouse to independent RIA
Lyndsey Nicole Monahan from Women Inspire Wealth
Jun 4, 2024 · Other
Alexander Mark Hoover from Cornerstone Wealth Management, LLC
Jul 31, 2023 · RIA to RIA
John Clark Sullivan from Girard Advisory Services, LLC
Mar 31, 2023 · RIA to RIA
John Douglas Jones from Eagle Strategies LLC
Mar 15, 2019 · Affiliated broker-dealer or bank to a newly registered adviser
Spencer Lloyd Funk from Eagle Strategies LLC
Mar 15, 2019 · Affiliated broker-dealer or bank to a newly registered adviser
Darin Jerome Robinson from Eagle Strategies LLC
Jan 30, 2019 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

3 joined from Eagle Strategies LLC
Jan 4, 2019 · Chesterfield, Mo

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

James Trevor O'Connor · Chief Operating Oficercontrol
since 01/2024 · owns less than 5%
Jerome Darin Robinson · Chief Executive Officercontrol
since 12/2018 · owns less than 5%
Elaine Madeline Hedges · Chief Compliance Officer
since 05/2020 · owns less than 5%

Entity owners

Integrated Holdings, LLC · General Partner
direct · owns 75% or more
Torbay Holdings, LLC · Limited Partner
direct · owns 5% to 10%

Related persons

Schedule D 7.A

Precision Wealth Insurance
real estaten

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
St Louis, Mo	6	1	1

Offices

Schedule D 1.F, the 25 largest

, 1 employees

ADV anomalies

3 against comparable advisers; where to look, not conclusions

account count surgeChange between filings · filing Apr 30, 2026
accounts (Item 5.F.2.f) moved from 1,085.0 to 1,697.0 (+56.0%) between the annual amendments of 2025-04-11 and 2026-04-30; the peer median change was +6.0% (1256 comparable advisers, 95.0th percentile of changes)
peers: independent wealth managers, $500M to $1B (1,256) · 95% percentile
HNW share shiftChange between filings · filing Apr 30, 2026
HNW share of RAUM moved from 58.0% to 78.0% between the annual amendments of 2025-04-11 and 2026-04-30
peers: independent wealth managers, $500M to $1B (1,483)
RAUM up 50 %Change between filings · filing Apr 30, 2026
RAUM (Item 5.F) moved from $386,268,992 to $711,032,584 (+84.0%) between the annual amendments of 2025-04-11 and 2026-04-30; the peer median change was +16.0% (1386 comparable advisers, 97.0th percentile of changes)
peers: independent wealth managers, $500M to $1B (1,386) · 97% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 1,085 to 1,697
Oct 10, 2025 to Mar 10, 2026
Advisory employees · 7 to 8
Oct 10, 2025 to Mar 10, 2026
Charity clients · unset to 1.0
Oct 10, 2025 to Mar 10, 2026
Corporate clients · 15 to 19
Oct 10, 2025 to Mar 10, 2026
HNW clients · 92 to 282
Oct 10, 2025 to Mar 10, 2026
Individual clients · 221 to 154
Oct 10, 2025 to Mar 10, 2026
Pension plan clients · 14 to 15
Oct 10, 2025 to Mar 10, 2026
Assets in custody · $102M to $212M
Oct 10, 2025 to Mar 10, 2026
Employees · 13 to 15
Oct 10, 2025 to Mar 10, 2026
Financial planning clients · 51-100 to 26-50
Oct 10, 2025 to Mar 10, 2026
State-registered IARs · 7 to 8
Oct 10, 2025 to Mar 10, 2026
Other offices · 2 to 4
Oct 10, 2025 to Mar 10, 2026
Discretionary RAUM · $366M to $684M
Oct 10, 2025 to Mar 10, 2026
HNW RAUM · $225M to $555M
Oct 10, 2025 to Mar 10, 2026
Individual RAUM · $70.6M to $22.8M
Oct 10, 2025 to Mar 10, 2026
Non-discretionary RAUM · $20.1M to $26.6M
Oct 10, 2025 to Mar 10, 2026
Pension RAUM · $16.3M to $26.7M
Oct 10, 2025 to Mar 10, 2026
RAUM · $386M to $711M
Oct 10, 2025 to Mar 10, 2026
Wrap assets (sponsor) · $4.0M to $234M
Oct 10, 2025 to Mar 10, 2026
Financial planning clients · 51-100 to 51-100
Apr 11, 2025 to May 6, 2025
Accounts · 1,077 to 1,085
Apr 11, 2024 to Mar 4, 2025
Advisory employees · 6 to 7
Apr 11, 2024 to Mar 4, 2025
HNW clients · 80 to 92
Apr 11, 2024 to Mar 4, 2025
Individual clients · 187 to 221
Apr 11, 2024 to Mar 4, 2025
Assets in custody · $90.1M to $102M
Apr 11, 2024 to Mar 4, 2025
Employees · 10 to 13
Apr 11, 2024 to Mar 4, 2025
State-registered IARs · 6 to 7
Apr 11, 2024 to Mar 4, 2025
Other offices · 1 to 2
Apr 11, 2024 to Mar 4, 2025
Discretionary RAUM · $281M to $366M
Apr 11, 2024 to Mar 4, 2025
HNW RAUM · $173M to $225M
Apr 11, 2024 to Mar 4, 2025
Individual RAUM · $50.5M to $70.6M
Apr 11, 2024 to Mar 4, 2025
Non-discretionary RAUM · $16.2M to $20.1M
Apr 11, 2024 to Mar 4, 2025
Pension RAUM · $15.6M to $16.3M
Apr 11, 2024 to Mar 4, 2025
RAUM · $297M to $386M
Apr 11, 2024 to Mar 4, 2025
Wrap assets (sponsor) · $4.1M to $4.0M
Apr 11, 2024 to Mar 4, 2025
Accounts · 1,059 to 1,077
Mar 10, 2023 to Mar 15, 2024
Advisory employees · 5 to 6
Mar 10, 2023 to Mar 15, 2024
Corporate clients · 16 to 15
Mar 10, 2023 to Mar 15, 2024
HNW clients · 75 to 80
Mar 10, 2023 to Mar 15, 2024
Individual clients · 184 to 187
Mar 10, 2023 to Mar 15, 2024

Signals

5 dated events

Precision Wealth Strategies, Llc reported RAUM $711.0M, up 84% from $386.3M (2025-10-10 to 2026-03-10)
Mar 10, 2026 · RAUM change · derived
Matthew M Truty left Precision Wealth Strategies, Llc for Cetera Investment Advisers Llc (registered 2025-11-20)
Nov 14, 2025 · Advisor changed firm · fact
John Clark Sullivan left Precision Wealth Strategies, Llc for Focus Partners Wealth, Llc (registered 2025-09-17)
Jul 11, 2025 · Advisor changed firm · fact
James Trevor O'Connor (Chief Operating Oficer) appeared on Schedule A of Precision Wealth Strategies, Llc
Mar 15, 2024 · Control person joined · fact
Precision Wealth Strategies, Llc filed its initial SEC registration (Form ADV)
Nov 21, 2018 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

Precision Wealth Strategies, LLC · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Business email: info@precisionwealthstrategies.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 314-776-9078reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 314-994-6460reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/precision-wealth-strategiesreportedpublic record, Form ADV, Sep 17, 2026
Website: precisionwealthstrategies.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 314-994-6460reportedpublic record, Form ADV, May 1, 2026
Contact form: precisionwealthstrategies.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page: precisionwealthstrategies.com/teamreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $88.9Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026