Data / Investment advisers / Texas / Precedent Wealth Partners, LLC
Precedent Wealth Partners, LLC, Houston, TX: $685 million AUM, SEC registered investment adviser
Precedent Wealth Partners, LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $685 million in regulatory assets under management in its Form ADV filed September 16, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 325203
- SEC file number
- 801-127678
- SEC status
- Approved, effective April 19, 2023
- Main office
- 1800 West Loop South Suite 1400, Houston, TX 77027
- Phone
- (713) 244-6450
- Website
- precedentwealth.com
- Regulatory AUM
- $685,046,783 in the Form ADV filed September 16, 2026
- Discretionary AUM
- $652,811,154
- Non discretionary AUM
- $32,235,629
- Accounts
- 790
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 77 | $536.9 million |
| Individuals (other than high net worth individuals) | 123 | $148 million |
| Corporations or other businesses | 1 | $101,021 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $685 million | March 19, 2026 |
| December 1, 2025 | $535.6 million | March 21, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Haddington Ventures, LLC | Houston | $726.4 million | 4 | adviserinfo.sec.gov |
| Bridge Capital Advisors | Houston | $725.2 million | Not listed | adviserinfo.sec.gov |
| Doliver Advisors, L.P. | Houston | $718.4 million | 15 | adviserinfo.sec.gov |
| Manske Wealth Management, LLC | Houston | $707.3 million | Not listed | adviserinfo.sec.gov |
| E & G Advisors, LLC | Houston | $706.9 million | Not listed | adviserinfo.sec.gov |
| Saxon Financial Group | Houston | $679.1 million | Not listed | adviserinfo.sec.gov |
| Brasada Capital Management, LP | Houston | $679.1 million | 1 | adviserinfo.sec.gov |
| The Goff Financial Group | Houston | $674.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Precedent Wealth Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.