Precision Wealth Strategies, Llc
- Regulatory AUM
- $711M
- Discretionary
- $684M
- Clients
- 472
- Avg AUM / client
- $1.5M
- Accounts
- 1,697
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 154 | $22.8M | 3.2% |
| High net worth individuals | 282 | $555M | 78.0% |
| Pension and profit sharing plans | 15 | $26.7M | 3.75% |
| Charitable organizations | 1 | $1.3M | 0.19% |
| State or municipal government entities | 1 | $318K | 0.04% |
| Corporations and other businesses | 19 | $105M | 14.8% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darin Jerome Robinson | Chief Executive Officer | Dec 2018 (8y) | Less than 5% | |
| Hedges, Madeline, Elaine | Chief Compliance Officer | May 2020 (6y) | Less than 5% | |
| Trevor James O'connor | Chief Operating Oficer | Mar 2021 (5y) | Less than 5% | |
| John Douglas Jones | Registered representative | CFP | Mar 2019 (7y) | |
| Spencer Lloyd Funk | Registered representative | Mar 2019 (7y) | ||
| Alexander Mark Hoover | Registered representative | Jul 2023 (3y) | ||
| Lyndsey Nicole Monahan | Registered representative | Chartered Financial Consultant | Jun 2024 (2y) | |
| Christopher Douglas Battreall | Registered representative | CFP | May 2025 (1y) | |
| Nathan Edward Cameron | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Integrated Holdings, Llc | General Partner | Jan 2024 | A | 75% or more |
| Torbay Holdings, Llc | Limited Partner | Jan 2024 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 976 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $439M (62% of AUM) May 2026
- Fidelity Brokerage Services $202M (28% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗