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PRECEDENT WEALTH PARTNERS, LLC
CRD 325203File 801-127678
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$685.0M
Above cohort median (national)
Discretionary AUM
$652.8M
Non-discretionary $32.2M
Clients
201
790 accounts
Employees
12
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 19, 2023
- Principal office
- 1800 WEST LOOP SOUTH, SUITE 1400, HOUSTON, TX, 77027
- Phone
- (713)244-6450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $685.0M
- Discretionary AUM
- $652.8M
- Non-discretionary AUM
- $32.2M
- Discretionary accounts
- 716
- Non-discretionary accounts
- 74
- Total accounts
- 790
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $101K |
| High net worth individuals | 77 | $536.9M |
| Individuals (other than high net worth individuals) | 123 | $148.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.