Precedent Wealth Partners, LLC
Precedent Wealth Partners, LLC is a Houston-based SEC-registered investment adviser founded in 2023, providing a wide array of investment advisory and comprehensive wealth management services for individuals, families, and other client types. With a focus on active, engaged financial planning—including portfolio management, tax and estate planning, and risk management—the firm is primarily owned by Precedent Holdings, LLC. As of March 2025, Precedent employs a close-knit team with founding partners having over a century of combined industry experience, serving clients seeking personalized and fiduciary-aligned advice.
Investment Strategy
Precedent Wealth Partners provides individualized investment advice and portfolio management on a discretionary or non-discretionary basis, tailoring strategies to each client's goals, risk tolerance, and restrictions. Their philosophy is rooted in active engagement, client-aligned fiduciary responsibility, and comprehensive wealth planning that encompasses retirement, tax, risk, asset protection, and estate planning. The firm distinguishes itself by aligning its interests with clients—through innovative models like WillShare, which may share firm profits back as fee credits—emphasizing transparency, collaboration, and long-term wealth growth for their clients.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 5.89% | $26.7M | 81,470 | $238.55 | $328.17 | +$2.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.37% | $24.4M | 407,066 | $52.25 | $59.92 | +$4.0M |
D DON | WISDOMTREE TR | 3.17% | $14.4M | 274,941 | $46.34 | $52.30 | +$371.7K |
I IVV | ISHARES TR | 2.83% | $12.8M | 19,189 | $483.81 | $669.30 | +$810.6K |
X XLG | INVESCO EXCHANGE TRADED FD T | 2.66% | $12.1M | 209,932 | $42.83 | $57.52 | +$1.2M |