PRECEDENT WEALTH PARTNERS, LLC
CRD #325203 SEC #801-127678 HOUSTON, TX (713)244-6450
SEC Registered
Total AUM
$535.6M
Discretionary
$510.3M
Employees
6
Clients
101
Accounts
594
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $535.6M | $510.3M | $25.2M | 6 | 0 |
| Mar 2024 | $378.7M | $359.7M | $18.9M | 7 | 0 |
| Sep 2023 | $221M | $212M | $9M | 7 | 0 |
| Aug 2023 | $221M | $212M | $9M | 5 | 0 |
| Apr 2023 | $0 | $0 | $0 | 5 | 0 |
| Apr 2023 | $0 | $0 | $0 | 5 | 0 |
| Apr 2023 | $0 | $0 | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$535.6M
Discretionary$510.3M
Non-Disc.$25.2M
Employees6
Clients0
DateMar 2024
Total AUM$378.7M
Discretionary$359.7M
Non-Disc.$18.9M
Employees7
Clients0
DateSep 2023
Total AUM$221M
Discretionary$212M
Non-Disc.$9M
Employees7
Clients0
DateAug 2023
Total AUM$221M
Discretionary$212M
Non-Disc.$9M
Employees5
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0