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| Precedent Wealth Partners LLC
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|---|---|
| CRD # | 325203 |
| SEC # | 801-127678 |
| CIK # | 0002008666 |
| AUM | 685.0 M (2026-03-19) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 713-244-6450 |
| Address | 1800 West Loop South Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lam Research Corp | 6.8 | ||
| Apple Inc | 6.0 | ||
| Broadcom Inc | 5.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 148.0 |
| (b) Individuals (high net worth individuals) | 77 | 536.9 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 685.0 |
| By Discretionary | ||
| Discretionary | 716 | 652.8 |
| Non-Discretionary | 74 | 32.2 |
| Total | 790 | 685.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 685.0 | |
| Total | 790 | 685.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008666] | |
| SC 13G | [0002008666] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Precedent Wealth Partners LLC | First Trust Exchange-Traded Fund VIII | [2026-07-02] |
| Precedent Wealth Partners LLC | First Trust Exchange-Traded Fund VIII | [2026-07-02] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail, Research |
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