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| Happy Holidays!! thanks for using AUM13F!! |
| Precedent Wealth Partners LLC
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|---|---|
| CRD # | 325203 |
| SEC # | 801-127678 |
| CIK # | 0002008666 |
| AUM | $535.6 M (2025-03-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 713-244-6450 |
| Address | 1800 West Loop South Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 5.4 | ||
| Microsoft Corp | 4.9 | ||
| Apple Inc | 4.7 | ||
| Exxon Mobil Corp | 3.7 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 89.7 |
| (b) Individuals (high net worth individuals) | 79 | 445.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 594 | 535.6 |
| By Discretionary | ||
| Discretionary | 557 | 510.3 |
| Non-Discretionary | 37 | 25.2 |
| Total | 594 | 535.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 535.6 | |
| Total | 594 | 535.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008666] |
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|---|---|---|
|
Clean Yield Group Inc
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VT | 0.5 |
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5C Capital Management LLC
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NJ | 0.5 |
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IL | 0.5 |
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OR | 0.5 |
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Iron Horse Wealth Management LLC
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IA | 0.5 |
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Nicollet Investment Management Inc
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MN | 0.5 |
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Hudson Value Partners LLC
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FL | 0.5 |
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Trunorth Capital Management LLC
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MI | 0.5 |
|
Wise Planning Inc
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0.5 | |
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Global Wealth Management Investment Advisory Inc
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FL | 0.5 |