LP Profile

Precedent Wealth Partners

Also known as precedent wealth

Wealth ManagerHouston, United StatesFounded 2023
Houston
Headquarters
Investment Focus

About Precedent Wealth Partners

Embrace a new precedent for your financial future​ Let’s Talk We’re Different By Design When we formed Precedent Wealth Partners, we wanted to break the traditional “Wall Street” mold by creating a true wealth management precedent. Introducing our innovative new program that aligns our interests with yours by treating you like a co-owner of our […]

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Precedent Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$685.0M
Total Clients
790
Filing Date
March 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Precedent Wealth Partners?

Precedent Wealth Partners is a wealth manager based in Houston, United States.

Where is Precedent Wealth Partners headquartered?

Precedent Wealth Partners is headquartered in Houston, United States.

When was Precedent Wealth Partners founded?

Precedent Wealth Partners was founded in 2023.

How can I contact Precedent Wealth Partners?

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