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.
Company Details
- Employees
- 9
- Founded
- 2023
- Address
- 1800 West Loop S,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.precedentwealth.com
- Keywords
- Investments, Investment Advisory Services, Financial Planning, Wealth Management, Retirement, Independent Registered Investment Advisor, Risk Management, Certified Financial Planners.
- HQ
- Houston, Texas
Precedent Wealth Partners Questions
Precedent Wealth Partners's website is https://www.precedentwealth.com
Precedent Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/precedent-wealth-partners
Precedent Wealth Partners has
9 employees.
View email and phone details for 9
employees at Precedent Wealth Partners.
Precedent Wealth Partners's industry is
Financial Services
Precedent Wealth Partners's top competitors are
Tritonpoint Wealth,
Pactolus Private Wealth Management, Llc,
Founders Grove Wealth Partners,
Tanglewood Total Wealth Management,
Great Diamond Partners,
Shorehaven Wealth Partners,
Icon Wealth Partners,
Interchange Capital Partners,
Premier Path Wealth Partners,
Linscomb Wealth.
Precedent Wealth Partners's categories are Financial Services
Precedent Wealth Partners's founding year is 2023
