Precedent Wealth Partners, LLC
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
FINTRXOverview
Precedent Wealth Partners, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across individuals, small businesses and institutional entities, and it also advises on manager selection and runs educational workshops. Its fee arrangements include assets-under-management fees as well as hourly and fixed-fee engagements. The adviser reports being active on ESG considerations and became SEC-registered in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities24%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 18
Grant Williams
Founder & Managing DirectorCRD 6298066
Sarah Williams
Senior CounselCRD 6772383
George Williams
Investment AdvisorCRD 733129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$507M in ETFs
89%
$451M
6%
$56.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $40.9M | 574,081 | 8.06% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1800 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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