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PRECEDENT WEALTH PARTNERS, LLC

HOUSTON, TX · CRD 325203 · IAPD ↗ · precedentwealth.com · (713)244-6450

$685.0MRegulatory AUM
5Advisory reps
12Employees
1Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — PRECEDENT WEALTH PARTNERS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — PRECEDENT WEALTH PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — PRECEDENT WEALTH PARTNERS, LLC reported RAUM up 28% ($535.6M -> $685.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — PRECEDENT WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($378.7M -> $535.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — PRECEDENT WEALTH PARTNERS, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — PRECEDENT WEALTH PARTNERS, LLC now reports custody of client assets ($155.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
April 2024 — PRECEDENT WEALTH PARTNERS, LLC reported RAUM up 71% ($221.0M -> $378.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.