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Precedent Wealth Partners

Precedent Wealth Partners

Financial ServicesFlag of USHouston, Texas, United States1-10 Employees

Company overview

Headquarters1800 West Loop S, Suite 1400, Houston, Texas 77027, US
Website
NAICS52
Keywords
Investments, Risk Management, Wealth Management, Financial Planning, Investment Advisory Services, Retirement, Certified Financial Planners, Independent Registered Investment Advisor
Founded2023
Employees1-10
Socials

Key Contacts at Precedent Wealth Partners

Flag of US

Grant J. Williams

Founder

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Harold Williams

Founder, Managing Director

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Sylvia Houston

Director Of Operations

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George Williams

Founder, Managing Director

Precedent Wealth Partners Email Formats

Precedent Wealth Partners uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@precedentwealth.com), used 54.5% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@precedentwealth.com
54.5%
{first name}.{last name}
john.doe@precedentwealth.com
36.4%
{first initial}.{first initial}
j.j@precedentwealth.com
9.1%

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.

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Precedent Wealth Partners revenue & valuation

Annual revenue$769,995
Revenue per employee$86,000
Estimated valuation?$2,500,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Founder/Owner
Director

Employees by Department

Precedent Wealth Partners has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Precedent Wealth Partners has never raised funding before.

Precedent Wealth Partners Tech Stack

Discover the technologies and tools that power Precedent Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

HSTS

HSTS

Security

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Yoast SEO

Yoast SEO

SEO

Google Tag Manager

Google Tag Manager

Tag managers

Nginx

Nginx

Reverse proxies

Frequently asked questions

Precedent Wealth Partners is located in Houston, Texas, US.
Precedent Wealth Partners was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Precedent Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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