PRECEDENT WEALTH PARTNERS, LLC

1800 West Loop South
Suite 1400
Houston, Texas 77027
Tel: (713)244-6450

About PRECEDENT WEALTH PARTNERS, LLC

PRECEDENT WEALTH PARTNERS, LLC, formally registered with the SEC as PRECEDENT WEALTH PARTNERS, LLC. The firm was established in 04/19/2023. They have over 1 offices throughout the country.

PRECEDENT WEALTH PARTNERS, LLC is a Houston, Texas based Financial Planning firm with nearly $378,670,400 assets under management, offering retirement planning & investment advisory services to 385 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325203
SEC#	801-127678
Assets Managed by Firm	$378,670,400
No. of Clients	385
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	385	$378,670,400
Individuals (other than high net worth individuals)	29	$23,642,042
High net worth individuals	71	$355,028,358

More Retirement Planning firms in Houston, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
FISHER INVESTMENTS 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222	$298,729,428,900	360116	4065
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319

Explore More Retirement Advisors in Houston, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.