# Precedent Wealth Partners Precedent Wealth Partners is a Bank / Wealth / Trust based in Houston, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Houston, United States - **Region:** North America - **Address:** Houston, TX, United States - **Founded:** 2023 - **Assets under management:** Undisclosed - **Website:** precedentwealth.com - **LinkedIn:** https://www.linkedin.com/company/precedent-wealth-partners ## Regulatory record - **CRD number:** 325203 - **SEC file number:** 801-127678 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 ## About Precedent Wealth Partners formed in 2023 as a Houston-based registered investment advisor. The firm lists its primary client segments as individuals, high-net-worth individuals, and various entities. This structure positions it within the broad category of independent wealth managers that aggregate client assets into managed portfolios rather than originating direct private investments. The founding team and initial capital source have not been publicly detailed. The firm's disclosed service model centers on financial planning and portfolio management. A firm at this stage rarely operates direct co-investment vehicles or proprietary fund structures. Client assets typically custody at a third-party platform such as Schwab or Fidelity, with the firm layering on asset allocation, manager selection, and planning advice. No team size, AUM, or client count has been publicly reported as of mid-2026. The firm maintains a single office in Houston with no additional locations disclosed. There is no evidence of adjacent vehicles — no affiliated philanthropic foundation, real-asset arm, or operating business appears in public records. The absence of a LinkedIn presence or detailed website biography for principals is consistent with a small practice that sources clients through professional networks rather than institutional marketing. Precedent Wealth Partners operates in a structural category — the independent RIA — that has grown rapidly as advisors break away from wirehouses. Its differentiator, if one exists, is not yet observable from the outside. The Houston market provides access to wealth created in energy, healthcare, and real estate, and a firm of this vintage may be building book value through tax-aware planning and concentrated-position management for business owners. Without disclosed principals or a track record, the firm's architecture remains a blank slate to outside allocators. ## Questions ### Who runs Precedent Wealth Partners? The firm's founding principals have not been publicly identified. No advisor biographies or team pages are available on the firm's website, and no LinkedIn presence has been captured. This information gap is common for newly established practices that have not yet built out public-facing marketing. ### What are the minimums or fees at Precedent Wealth Partners? No fee schedule or account minimum has been publicly disclosed. Independent RIAs in the Houston market commonly charge an asset-based fee starting around 1% annually for portfolios under $1 million, with breakpoints at higher asset levels. Without a Form ADV Part 2A filing, the firm's specific pricing structure remains unknown. ### Is Precedent Wealth Partners affiliated with a larger financial institution? Public records indicate the firm operates independently. It is not registered as a branch or affiliate of a bank holding company, broker-dealer, or insurance platform. Its IARD registration number and any third-party custodian relationships have not been confirmed through publicly available filings. ## Related profiles - [Preato Capital](https://altss.com/profile/preato-capital) - [Preceptor Capital](https://altss.com/profile/preceptor-capital) --- Updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/precedent-wealth-partners Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology