Precedent Wealth Partners, Llc
- Regulatory AUM
- $685M
- Discretionary
- $653M
- Clients
- 201
- Avg AUM / client
- $3.4M
- Accounts
- 790
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 123 | $148M | 21.6% |
| High net worth individuals | 77 | $537M | 78.4% |
| Corporations and other businesses | 1 | $101K | 0.01% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Franklin Williams | Founder, Managing Director | CFP | Apr 2023 (3y) | ≈ 18.75% – 50% via Precedent Holdings Llc |
| Grant Jonathan Williams | Founder, Managing Director | CFP | Apr 2023 (3y) | ≈ 18.75% – 50% via Precedent Holdings Llc |
| Joseph Harold Williams | Founder, Managing Director, Chief Compliance Officer | CFP Personal Financial Specialist | Apr 2023 (3y) | ≈ 18.75% – 50% via Precedent Holdings Llc |
| Andrew Robert Casey | Registered representative | CFP | Jul 2023 (3y) | |
| Adrienne Fox | Registered representative | Mar 2024 (2y) | ||
| Evan Terrell Darr | Registered representative | Mar 2024 (2y) | ||
| Pamela Ann Hinton | Registered representative | Mar 2024 (2y) | ||
| Wanda Gail Williams | Registered representative | Mar 2024 (2y) | ||
| Sarah Eloise Williams | Registered representative | Apr 2024 (2y) | ||
| Heidi Jean Arneson | Registered representative | Aug 2024 (2y) | ||
| Kristy Groth | Registered representative | Dec 2024 (2y) | ||
| Kyle Evan Smith | Registered representative | Dec 2024 (2y) | ||
| Neal Ray Stephenson | Registered representative | Dec 2024 (2y) | ||
| Sloane Elizabeth Bennett | Registered representative | Mar 2025 (1y) | ||
| Tatum Thompson Duffie | Registered representative | May 2025 (1y) | ||
| Jonathan Michael Crantz | Registered representative | Sep 2025 (1y) | ||
| Dallas Neal Trahern | Registered representative | Dec 2025 (1y) | ||
| Lantz Daryle Bowman | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Precedent Holdings Llc | Owner | Mar 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- George Franklin Williams: 25% – 50% of Precedent Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Grant Jonathan Williams: 25% – 50% of Precedent Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Joseph Harold Williams: 25% – 50% of Precedent Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 964 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $352M (51% of AUM) Mar 2026
- Charles Schwab & Co. $331M (48% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗