Precedent Wealth Partners
Financial Services • 
Houston, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 1800 West Loop S, Suite 1400, Houston, Texas 77027, US |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Risk Management, Wealth Management, Financial Planning, Investment Advisory Services, Retirement, Certified Financial Planners, Independent Registered Investment Advisor |
| Founded | 2023 |
| Employees | 1-10 |
| Socials |
Key Contacts at Precedent Wealth Partners
Grant J. Williams
Founder
Harold Williams
Founder, Managing Director
Sylvia Houston
Director Of Operations
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.
| Format | Example | Percentage |
|---|---|---|
{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.
Precedent Wealth Partners revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
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
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