# Precedent Wealth Partners, LLC

> Precedent Wealth Partners, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 325203
- Filed as: PRECEDENT WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325203
- AdvisorCensus page: https://advisorcensus.com/firm/precedent-wealth-partners-llc-houston-tx-325203

## Quick answers

**How is Precedent Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Precedent Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Precedent Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Flat fee: $1,500 to $10,000 (specialized financial and wealth planning services); Flat fee: $750 to $25,000 (Retirement Plan Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Precedent Wealth Partners, LLC located?**
Precedent Wealth Partners, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Precedent Wealth Partners, LLC registered with the SEC or a state?**
Precedent Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325203.

**How much does Precedent Wealth Partners, LLC manage?**
Precedent Wealth Partners, LLC reports $685,046,783 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (95% discretionary).

**How have Precedent Wealth Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Precedent Wealth Partners, LLC: Regulatory assets under management: $221,030,276 in the October 2023 data and $685,046,783 in the October 2026 data, up 210%. Total employees: 7 in October 2023 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Precedent Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (123); high net worth individuals (77); corporations or other businesses not listed above (1).

**Which custodians does Precedent Wealth Partners, LLC use?**
Precedent Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Precedent Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325203

**What changed in Precedent Wealth Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Flat fee: $1,500 to $10,000 (specialized financial and wealth planning services)

> The maximum hourly fee to be charged will not exceed $500. Flat fees range from $1,500 to $10,000.

- Flat fee: $750 to $25,000 (Retirement Plan Consulting)

> Our Retirement Plan Consulting services are billed on a flat fee basis, or a fee based on the percentage of Plan assets under management. ... Our flat fees range from $750 to $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $685,046,783
- Discretionary: $652,811,154
- Non-discretionary: $32,235,629

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 123 | $148,015,686 |
| High net worth individuals | 77 | $536,930,076 |
| Corporations or other businesses not listed above | 1 | $101,021 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- precedentwealth.com
- Facebook @PrecedentWealthPartners
- Instagram @precedentwealthpartners
- LinkedIn @precedent-wealth-partners
- X @i
- YouTube @UCuXPq8bzDIhWQOpyCGOGdSA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $221,030,276 | 7 | September 20, 2023 |
| October 2024 | $378,670,400 | 7 | March 21, 2024 |
| October 2025 | $535,581,166 | 6 | March 21, 2025 |
| October 2026 | $685,046,783 | 12 | September 16, 2026 |

Regulatory assets under management: $221,030,276 in the October 2023 data and $685,046,783 in the October 2026 data, up 210%.
Total employees: 7 in October 2023 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in LA.

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $535,581,166 to $685,046,783 (+28%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Precedent Wealth Partners, LLC (CRD 325203): Form ADV filing data as of October 2026.