Precedent Wealth Partners

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Precedent Wealth Partners — overview

About

Established in 2023, Precedent Wealth Partners is a wealth manager located in Houston, Texas. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include financial planning, retirement planning, education funding, tax optimization, estate planning, tax planning, education planning, philanthropic planning, asset protection, succession planning, and portfolio management. The wealth manager advises individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, limited liability companies, and businesses.

Precedent Wealth Partners - known decision makers (7)

Position	Location	Asset Class
Founder, Managing Director, Investment Committee, Wealth Planning Committee	Houston, US	GEN
Member of Investment Committee	Houston, US	PEREHF
Director of Operations	Houston, US	GEN
Founder, Managing Director, Investment Committee, Wealth Planning Committee	Houston, US	GEN
Founder, Managing Director, Investment Committee, Wealth Planning Committee	Houston, US	GEN

Showing 5 of 7 known decision makers Precedent Wealth Partners

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo