Precedent Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 19, 2026, reports $685M in regulatory assets under management, 12 employees, and 790 accounts.
Assets Under Management
$685M
Employees
12
Offices
--
Total Clients
201
Primary office
HOUSTON, TX
1800 WEST LOOP SOUTH, SUITE 1400, HOUSTON, TX, United States
Top client segmentIndividuals represent 61.2% of total clients.
Top client categories% of clientsClients
1
Individuals
61.2%
123
2
HNWI
38.3%
77
3
Corporations
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$685Mas of March 19, 2026
Discretionary95.3%
$653M
95% of total RAUM95.3%
Non-discretionary4.7%
$32M
5% of total RAUM4.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$685M
Total Accounts790
10Y AUM Change+$685M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee17:1
10Y Employee Change+7 (+140.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.