SEC Form ADV

PRECEDENT WEALTH PARTNERS, LLC

Registered Investment AdviserTX
$685.0M
Assets Under Management
790
Total Clients
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Registration Details

Accession
CRD-325203
Location
HOUSTON, TX
Filing Date
March 19, 2026
AUM
$685.0M
Total Clients
790
Amendment
No

About this Adviser

PRECEDENT WEALTH PARTNERS, LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $685.0M in assets across 790 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.