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 SEC-registered RIA that began registration in 2023 and operates as a limited liability company. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that sources and places capital with third‑party managers. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, investment management for institutions, manager selection, and client education through seminars and workshops. Fee arrangements are flexible, spanning percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor, indicating ESG considerations are incorporated into its investment process.