Company

Precedent Wealth Partners

Financial Services 1800 West Loop S 9 employees

Employees: 9
Contacts: 1
Emails: 1

www.precedentwealth.com LinkedIn

Precedent Wealth Partners Overview

Headquarters: 1800 West Loop S
Website: www.precedentwealth.com
Industry: Financial Services
Employees: 9
Founded: 2023
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investments Investment Advisory Services Financial Planning Wealth Management Retirement Independent Registered Investment Advisor Risk Management Certified Financial Planners

About Precedent Wealth Partners

We're an independent, Texas-based RIA with more than a century of combined experience between our founding partners, serving the diverse needs of individuals and families.

Precedent Wealth Partners Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage

Precedent Wealth Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Andrew C.	Wealth Advisor	Houston, Texas, United States	View
Claire Turner	Client Service Associate	Dallas, Texas, United States	Email
Carissa Fowler	Executive Assistant at Precedent Wealth	Houston, Texas, United States	View
Harold Williams, Cpa/pfs, Cfp®	Founder, Managing Director	Houston, Texas, United States	View