Precision Wealth Management
Precision Wealth Management is a private, for-profit financial services firm in Albuquerque, United States, with 1-10 employees, offering wealth management and retirement planning services, though its listed domain currently resolves to an IONOS parking page with no operational website.
- Company typePrivate
- Founded-
- HeadquartersAlbuquerque, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Precision Wealth Management does
Precision Wealth Management is listed as a for-profit, privately held financial services firm based in Albuquerque, United States, with a stated headcount of 1-10 employees. According to the firmographic description, the company offers wealth management and retirement planning services, positioning it within the independent registered investment advisor / financial advisory segment of the retail financial services market. No further operational detail is disclosed in the source data.
The company's digital footprint is minimal: its listed web address, precisionwealthmgt.com, is registered through IONOS but currently resolves to a domain parking page stating "This domain is already registered" and "is not yet connected to a website." This indicates that, at the time of capture, the firm had no public-facing operational website, no app, no social profiles, no products or services catalog, no disclosed pricing, and no management team information. There are no records of funding rounds, M&A activity, partnerships, regulatory actions, or certifications.
Operationally, this profile describes either an early-stage pre-launch entity or a very small local advisory practice that has not yet built out digital or public-facing infrastructure. No revenue, AUM, client count, segmentation, GTM motion, distribution channel, or value proposition data is available. The source material consists almost entirely of empty fields, with the IONOS parking page as the only concrete artifact, and the ownership commentary explicitly states the source data contains no company profile, ownership structure, or business information beyond what is contained in the domain registration record.
Precision Wealth Management firmographics
Firmographics- Name
- Precision Wealth Management
- Website
- https://precisionwealthmgt.com
- Company type
- Private
- Headcount range
- 1–10 employees
- Short description
- Precision Wealth Management is a private, for-profit financial services firm in Albuquerque, United States, with 1-10 employees, offering wealth management and retirement planning services, though its listed domain currently resolves to an IONOS parking page with no operational website.
- Ownership category
- akta.pro rank
Precision Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Precision Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Albuquerque
- HQ country
- United States
- HQ region
- North America
Markets served
Precision Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Precision Wealth Management product offering
Product offeringCore offering
Precision Wealth Management is a small private financial services firm that provides wealth management and retirement planning services to clients. Per its firmographic description, the company's fundamental offering is personal financial advisory work — managing client wealth and structuring retirement plans. The firm has 1–10 employees and is based in Albuquerque, New Mexico; no further product/service detail, fees, or operational website content is available in the input.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Personal wealth management services for individual clients — managing client wealth in line with stated firmographic offerings. No further detail (strategy, asset classes, account types) is provided in the source data.
- Retirement Planning Services Retirement planning services for individual clients — structuring retirement income and related planning in line with the firm's stated offerings. No further detail is provided in the source data.
Companies that use Precision Wealth Management
Customer profileIdeal customer profiles1 record
Precision Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Precision Wealth Management partnerships and signals
Strategic signalRecent moves1 record
Precision Wealth Management competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large U.S. Registered Investment Advisor offering comprehensive wealth management and retirement planning services to individuals and families. Closely comparable business model to Precision's stated offering, with a fee-based advisory structure serving retail and HNW clients.
- Bessemer Trust: Private wealth and investment management firm serving HNW families with advisory, trust, and retirement-related services. Relevant comparable for a private wealth and retirement-focused advisory firm.
- Carson Group: RIA serving financial advisors and their clients with wealth management, retirement, and business consulting solutions. Comparable operating model as an advisor-driven wealth and retirement planning firm.
- Mariner Wealth Advisors: National RIA providing wealth advisory, retirement planning, and tax-focused services to individuals and institutions. Comparable in service mix and target client base to Precision's wealth management + retirement focus.
Broad incumbents
- Focus Financial Partners: Partnership of independent RIAs and wealth management firms offering wealth and retirement advisory services. Comparable as an aggregator of independent advisory practices similar in concept to a boutique RIA.
- Fisher Investments: Global investment management firm serving individuals and institutions with portfolio management and retirement-related advisory. Broad incumbent in the same wealth and retirement advisory category.
- Edelman Financial Engines: One of the largest U.S. RIAs, offering wealth management, retirement planning, and financial planning to individuals and corporate plans. Significantly larger scale than Precision but directly overlapping in service category.
- LPL Financial: Largest U.S. independent broker-dealer and RIA custodian supporting thousands of independent wealth and retirement advisors. Comparable as the broader ecosystem in which a boutique RIA like Precision would operate.
- Vanguard Personal Advisor: Vanguard's hybrid robo-plus-advisor service delivering ongoing wealth management and retirement planning. Broad incumbent providing competing wealth and retirement advisory at scale.
- Charles Schwab Wealth Advisory: Large retail wealth advisory offering from Charles Schwab providing managed portfolios, retirement income planning, and advisor-led wealth management. Major incumbent competitor in the same service category.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights3 records
Customer concentration
Precision Wealth Management social profiles
Digital presencePrecision Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Precision Wealth Management leadership team
Management profileNumber of profiles
Precision Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Precision Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Precision Wealth Management
What does Precision Wealth Management do?
Precision Wealth Management is a small private financial services firm that provides wealth management and retirement planning services to clients. Per its firmographic description, the company's fundamental offering is personal financial advisory work — managing client wealth and structuring retirement plans. The firm has 1–10 employees and is based in Albuquerque, New Mexico; no further product/service detail, fees, or operational website content is available in the input.
When was Precision Wealth Management founded?
Precision Wealth Management was founded in -1. It employs 1 to 10 people.
Where is Precision Wealth Management based?
Precision Wealth Management is headquartered in Albuquerque, United States, in the North America region.
Who are Precision Wealth Management's main competitors?
Direct peers on record are Creative Planning, Bessemer Trust, Carson Group and Mariner Wealth Advisors. Broad incumbents are Focus Financial Partners, Fisher Investments, Edelman Financial Engines, LPL Financial, Vanguard Personal Advisor and Charles Schwab Wealth Advisory.
Does Precision Wealth Management have an API?
No public API is recorded for Precision Wealth Management.
What industry is Precision Wealth Management in?
Precision Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6199.