Precedent Wealth Partners, LLC

RIASEC RegisteredEst. 2023

Total AUM

$685M

Discretionary

$653M

95% of AUM

Avg account

$867K

Accounts

790

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 325203
Registered since: April 19, 2023
Website: precedentwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.38%
Individuals21.61%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Precedent Wealth Partners, LLC is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2023. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as a capital allocator that blends traditional portfolio management and financial planning with selection of external managers. Advisory capabilities listed include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and investor education through seminars or workshops. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm identifies as an active ESG investor and operates across multiple locations (13 offices).