PRECEDENT WEALTH PARTNERS, LLC
Latest filing: Mar 21, 2025 (68 days ago)
AUM
$535,581,166
41% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
-14% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HOUSTON, TX
1800 WEST LOOP SOUTH, HOUSTON, TX, UNITED STATES, 77027
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 86 | $0.1 |
| Average Individual AUM | $1,043,227 | |
| HNW | 79 | $0.4 |
| Average HNW AUM | $5,640,255 | |
| Retail Total | 165 | $0.5 |
| Average Retail AUM | $3,244,228 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 19% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 6% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 65% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ADRIENNE FOX | HOUSTON | TX | |||||||
| EVAN DARR | HOUSTON | TX | |||||||
| GEORGE WILLIAMS | HOUSTON | TX | S63|1981-01-23 | CERTIFIED FINANCIAL PLANNER | |||||
| PAMELA HINTON | HOUSTON | TX | |||||||
| WANDA WILLIAMS | HOUSTON | TX | |||||||
| ANDREW CASEY | HOUSTON | TX | S65|2023-06-17 | ||||||
| JOSEPH WILLIAMS | HOUSTON | TX | S63|1985-02-22 | CERTIFIED FINANCIAL PLANNER|PERSONAL FINANCIAL SPECIALIST | |||||
| GRANT WILLIAMS | HOUSTON | TX | CERTIFIED FINANCIAL PLANNER | ||||||
| SARAH WILLIAMS | HOUSTON | TX | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.5 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.2 | 41% | 7 | -1 | -14% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, TX-04/19/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV