PRECEDENT WEALTH PARTNERS, LLC

CRD

325203

SEC file #

801-127678

EIN

923323768

DBA names

—

Economics

AUM

$685.0M

AUM band

$500M-$1B

AUM trajectory

'25 · $535.6M

'26 · $685.0M

'25'26

$535.6M → $685.0M▲ +28%

sec adv history

Client mix

Individuals Other	123
Individuals High Net Worth	77
Corporations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 4 advisors

'26 · 5 advisors

'25'26

4 advisors → 5 advisors▲ +25%

sec adv history

Primary office

HOUSTON TX

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/19/2026

ADV-W filed at

—

Website

precedentwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PRECEDENT HOLDINGS LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

PRECEDENT HOLDINGS LLC

WILLIAMS, GEORGE, FRANKLIN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

PRECEDENTWEALTH.COM

Rdap Domain Creation Date

2023-01-27T01:55:16Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002008666

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-01-18

Edgar Last Filing Date

2026-04-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-14

Accession0002008666-26-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

1800 WEST LOOP SOUTHSUITE 1400HOUSTON, TX 77027

Business

1800 WEST LOOP SOUTHSUITE 1400HOUSTON, TX 77027

Edgar EIN

923323768

Edgar Recent Filings

13F-HR2026-04-14 · 0002008666-26-000003

13F-HR2026-01-07 · 0002008666-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2028-01-27T01:55:16Z

Rdap Domain Last Changed

2023-01-27T01:55:17Z

Rdap Nameservers

Ns57.domaincontrol.comNs58.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate