Precedent Wealth Partners, LLC

RIASEC Registered

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, limited liability RIA that registered with the SEC in 2023. The firm serves both high-net-worth individuals and families as well as institutional clients and positions itself as a capital allocator, deploying client capital across both public and private strategies. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of outside managers, and investor education through seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and incorporates environmental, social, or governance considerations into its investment process.