| Name | Title | Ownership | Since |
|---|---|---|---|
| George Franklin Williams Control | Founder, Managing Director | Under 5% | 2023 |
| Grant Jonathan Williams Control | Founder, Managing Director | Under 5% | 2023 |
| Joseph Harold Williams Control | Founder, Managing Director, Chief Compliance Officer | Under 5% | 2023 |
Precedent Wealth Partners, LLC reports $535.6 million in regulatory assets under management on its Form ADV.
Precedent Wealth Partners, LLC reports 6 employees.
Precedent Wealth Partners, LLC is based in Houston, TX and has been SEC-registered since 2023.
Precedent Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1800 West Loop South, Suite 1400, Houston, TX 77027 |
| Phone | (713)244-6450 |
| Fax | (713)244-6444 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $510.3M |
| Non-discretionary | $25.2M |
| Total (RAUM) | $535.6M |