PRECEDENT WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$685,046,783
Discretionary
$652,811,154
Non-discretionary
$32,235,629
Firm details
- CRD number
- 325203
- SEC file number
- 801-127678
- Main office
- HOUSTON, TX, United States
- Employees
- 12
- SEC status
- Approved
- Website
- https://www.precedentwealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.