Investment adviser representative · Precedent Wealth Partners, LLC
Lantz D. Bowman
CRD 2931189 · Houston, TX
At a glance
Lantz D. Bowman is an investment adviser representative with Precedent Wealth Partners, LLC in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lantz’s SEC record dates to 2006, about 20 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Precedent Wealth Partners, LLCSince May 2026Houston, TX · $685M in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lantz’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.