Precedent Wealth Partners, LLC
● SEC registered since 2023CRD 325203SEC# 801-127678Houston, TX
Reg. AUM
$685M
Employees
12
Accounts
790
Location
Houston, TX
Precedent Wealth Partners, LLC assets under management
Precedent Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2023. It reports $685 million in regulatory assets under management and employs 12 people.
Precedent Wealth Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Franklin Williams Control | Founder, Managing Director | Under 5% | 2023 |
| Grant Jonathan Williams Control | Founder, Managing Director | Under 5% | 2023 |
| Joseph Harold Williams Control | Founder, Managing Director, Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Precedent Wealth Partners, LLC manage?
Precedent Wealth Partners, LLC reports $685 million in regulatory assets under management on its Form ADV.
How many employees does Precedent Wealth Partners, LLC have?
Precedent Wealth Partners, LLC reports 12 employees.
Where is Precedent Wealth Partners, LLC located?
Precedent Wealth Partners, LLC is based in Houston, TX and has been SEC-registered since 2023.
Does Precedent Wealth Partners, LLC disclose fund performance?
Precedent Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1800 West Loop South, Suite 1400, Houston, TX 77027 |
| Phone | (713)244-6450 |
| Fax | (713)244-6444 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$685M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$685Mregulatory AUM
Discretionary $652.8MNon-discretionary $32.2M