RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA Control
GRAFTON, JOHN, GARRETTICHIEF COMPLIANCE OFFICERNA
GRAFTON, JOHN, GARRETTICHIEF COMPLIANCE OFFICERNA
WILLIAMS, GEORGE, FRANKLINIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GEORGE, FRANKLINIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GEORGE, FRANKLINIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GEORGE, FRANKLINIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GEORGE, FRANKLINIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GEORGE, FRANKLINIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GRANT, JONATHANIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GRANT, JONATHANIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GRANT, JONATHANIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GRANT, JONATHANIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GRANT, JONATHANIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, GRANT, JONATHANIFOUNDER, MANAGING DIRECTORNA Control
WILLIAMS, JOSEPH, HAROLDIFOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, JOSEPH, HAROLDIFOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, JOSEPH, HAROLDIFOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, JOSEPH, HAROLDIFOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, JOSEPH, HAROLDIFOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, JOSEPH, HAROLDIFOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
PRECEDENT HOLDINGS LLCDEOWNERE Control
PRECEDENT HOLDINGS LLCDEOWNERE
PRECEDENT HOLDINGS LLCDEOWNERE Control
PRECEDENT HOLDINGS LLCDEOWNERE
PRECEDENT HOLDINGS LLCDEOWNERE Control
PRECEDENT HOLDINGS LLCDEOWNERE Control
PRECEDENT HOLDINGS LLCDEOWNERE Control
PRECEDENT HOLDINGS LLCDEOWNERE Control
PRECEDENT HOLDINGS LLCDEOWNERE Control
PRECEDENT HOLDINGS LLCDEOWNERE Control
PRECEDENT HOLDINGS LLCDEOWNERE Control
PRECEDENT HOLDINGS LLCDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WILLIAMS, GEORGE, FRANKLINIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, GEORGE, FRANKLINIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, GEORGE, FRANKLINIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, GEORGE, FRANKLINIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, GEORGE, FRANKLINIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, GRANT, JONATHANIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, GRANT, JONATHANIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, GRANT, JONATHANIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, GRANT, JONATHANIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, GRANT, JONATHANIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, JOSEPH, HAROLDIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, JOSEPH, HAROLDIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, JOSEPH, HAROLDIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, JOSEPH, HAROLDIPRECEDENT HOLDINGS LLCC Control
WILLIAMS, JOSEPH, HAROLDIPRECEDENT HOLDINGS LLCC Control

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (1)

TX

Address

1800 WEST LOOP SOUTH
SUITE 1400
HOUSTON, TX 77027
United States
Phone: (713)244-6450