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Precedent Holdings LLC

OwnerPrecedent Wealth Partners, LLC

About Precedent Holdings LLC

Precedent Holdings LLC is listed as Owner at Precedent Wealth Partners, LLC in Houston, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Precedent Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Precedent Holdings LLC work?

Precedent Holdings LLC is listed as Owner at Precedent Wealth Partners, LLC on SEC Form ADV.

How much of Precedent Wealth Partners, LLC does Precedent Holdings LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Precedent Wealth Partners, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2023
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