Verified email-pattern data for Precedent Wealth Partners is currently limited. You can still use the company insights and contact sections below.
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
- -
- Address
- 1800 West Loop S,
- Industry
- Financial Services
- 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
Interchange Capital Partners,
Premier Path Wealth Partners,
Icon Wealth Partners,
Shorehaven Wealth Partners,
Great Diamond Partners,
Pactolus Private Wealth Management, Llc,
Founders Grove Wealth Partners,
Tritonpoint Wealth,
Linscomb Wealth,
Tanglewood Total Wealth Management.
Precedent Wealth Partners's categories are Financial Services
Precedent Wealth Partners's founding year is 2023
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Top Precedent Wealth Partners Employees
-
Andrew C.
Wealth Advisor
Houston, Texas, United States, United States -
Claire Turner
Client Service Associate
Dallas, Texas, United States, United States2gmail.com, accenture.com -
Carissa Fowler
Executive Assistant At Precedent Wealth…
Houston, Texas, United States, United States -
Harold Williams, CPA/PFS, CFP®
Founder, Managing Director
Houston, Texas, United States, United States
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