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Precedent Wealth Partners, LLC

CRD 325203  ·  Houston, TX  ·  $685.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
325203
SEC number
801-127678
Firm type
RIA
Assets under management
$685.0M as of Mar 19, 2026
Website
www.precedentwealth.com ↗
Phone
(713)244-6450
Address
1800 West Loop South, Houston, TX, 77027

Advisors at this firm

18 in our index · page 1 of 1

1–18 of 18

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 325203 ↗ FINRA BrokerCheck record for firm CRD 325203 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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