Founder, Managing Director · Precedent Wealth Partners, LLC
Grant J. Williams
CRD 6298066 · Named on Form ADV at one SEC-registered adviser
At a glance
Precedent Wealth Partners, LLC, an SEC-registered wealth manager based in Houston, TX with $685 million in regulatory assets, lists Grant J. Williams on its Form ADV as Founder, Managing Director, a control person.
Firms and roles
- Precedent Wealth Partners, LLCFounder, Managing DirectorWealth manager · Houston, TX · $685M in regulatory assets
AtlasMembers
Grant’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Joseph H. WilliamsFounder, Managing Director, Chief Compliance Officer, Precedent Wealth Partners, LLC
- George F. WilliamsFounder, Managing Director, Precedent Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Grant’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.