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PRECEDENT WEALTH PARTNERS, LLC
CRD 325203 · SEC 801-127678
1800 WEST LOOP SOUTH, SUITE 1400, HOUSTON, TX, 77027, United States
Phone
(713)244-6450
Fax
(713)244-6444
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$685.0M
Discretionary AUM
$652.8M
Team
12 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $148.0M |
| High net worth individuals | 77 | $536.9M |
| Corporations/business entities | 1 | $101K |
States served
TX, FL
All web addresses on file
- https://www.precedentwealth.com/
- https://www.facebook.com/PrecedentWealthPartners
- https://www.linkedin.com/company/precedent-wealth-partners/
- https://www.instagram.com/precedentwealthpartners/
- https://twitter.com/i/flow/login?redirect_after_login=%2FPrecedentWealth
- https://www.youtube.com/channel/UCuXPq8bzDIhWQOpyCGOGdSA
Official SEC filing: View on IAPD