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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 04-19-2023
- Office Locations
- 5
Office Locations
About Precedent Wealth Partners, LLC
Precedent Wealth Partners is a Houston-based wealth management firm providing financial planning and investment management for business owners, entrepreneurs, and retirees. Portfolios center on risk management and asset allocation using ETFs, mutual funds, and fixed income. Its “co-owner” program may return a portion of firm profits as fee credits, aligning incentives and lowering advisory costs. Custodied at Schwab and Fidelity; uses Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE FRANKLIN WILLIAMS
Certified Financial Planner, FOUNDER, MANAGING DIRECTOR
- CRD
- #733129
- Ownership
- Less than 5%
GRANT JONATHAN WILLIAMS
FOUNDER, MANAGING DIRECTOR
- CRD
- #6298066
- Ownership
- Less than 5%
Alpha vertex
Alpha timber vital
- CRD
- #43171
- Ownership
- 6.2%
Showing 2 of 3 owners & executives
Unlock allContacts
Heidi Jean Arneson
--
- CRD
- #7970653
Sloane Elizabeth Bennett
Analyst
- CRD
- #8040384
Matrix radial
Frontier unison
- CRD
- #16546
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $652,811,154 | $911,747 |
| Non-Discretionary | $32,235,629 | $435,617 |
| Total | $685,046,783 | $867,148 |
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Separately Managed Accounts
Total SMA Asset: $685,046,783
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,624,151,998 | 23.7% |
| Equity - Exchange | $1,713,240,504 | 25.0% |
| Municipal Bonds | $1,541,916,453 | 22.5% |
| Cash | $993,679,492 | 14.5% |
| U.S. Government/Agency | $979,973,568 | 14.3% |
| Total | $6,852,962,015 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE GLACIER | PEAK BEACON | BLUOCK6BE | ZQZS | 10.88% | $38,581,716 |
| CAPITAL ALPHA OAK | WAVE DELTA | FHX3EFCDJ | UEFJB | 6.00% | $107,817,971 |
| PIONEER ZENITH | HARBOR PATHWAY | YY0AR99DI | NCOIF | 5.61% | $15,089,201 |
| INSIGHT VALUE ATLAS | UNISON UNISON | 3E7A08SC4 | OBBX | 1.32% | $110,656,423 |
| VITAL INSIGHT | FOCUS FRONTIER | ECVAS3JQG | BLNQI | 5.12% | $101,542,162 |
| SUMMIT QUANTUM | FOCUS OPTIMA | RB4V9S8AB | NTTOE | 1.48% | $68,387,319 |
| EMBER LEGACY RIDGE | ZENITH GLACIER | 5MWXGRYW3 | RNHDC | 6.08% | $19,948,374 |
| EMBER QUANTUM FUSION | TIMBER FOUNDATION | EWTL4BKQR | LOQR | 10.60% | $106,241,146 |