CRD: 299827
Precision Wealth Strategies, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-28-2019
- Office Locations
- 5
Office Locations
About Precision Wealth Strategies, LLC
Precision Wealth Strategies is an RIA serving business owners and individuals/families with integrated planning and investment management. The firm advises on liquidity, employee benefits and 401(k)s, group retirement plans, exit/continuation planning, and tax and cash-flow planning, insurance, and retirement/education strategies. An in-house investment team runs public equity strategies and accesses structured notes and private credit/real estate/equity; custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHELLE ANNE MCCARTHY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
DARIN JEROME ROBINSON
Chief Executive Officer, Founder
- CRD
- #4594551
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER DOUGLAS BATTREALL
Partner / Advisor
- CRD
- #4089104
Nathan Edward Cameron
--
- CRD
- #8190603
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $684,390,338 | $416,296 |
| Non-Discretionary | $26,642,246 | $502,684 |
| Total | $711,032,584 | $418,994 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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