Sarah E. Williams

PRECEDENT WEALTH PARTNERS

Houston, TX 77027

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CRD#: 6772383

Professional summary

Sarah Eloise Williams is a registered financial advisor currently at PRECEDENT WEALTH PARTNERS, LLC located in Houston, Texas.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Sarah has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Eloise Williams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 4, 2024 - Present

PRECEDENT WEALTH PARTNERS, LLC

Office #1: 1800 West Loop South Suite 1400, Houston, TX 77027

RIA

CRD#: 325203

Houston, TX

Past

March 11, 2021 - April 14, 2023

LINSCOMB WEALTH, INC.

RIA

CRD#: 106779

Houston, TX

Past

March 29, 2017 - December 31, 2020

LINSCOMB WEALTH, INC.

RIA

CRD#: 106779

Houston, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRECEDENT WEALTH PARTNERS, LLC

CRD#: 325203 / SEC#: 801-127678

RIA

Registered Investment Advisory firm - (4/19/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PRECEDENT WEALTH PARTNERS, LLC

CRD#: 325203 / SEC#: 801-127678

RIA

Registered Investment Advisory firm - (4/19/2023 Approved)

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Contact information

Main Address

1800 West Loop South Suite 1400, Houston, TX 77027

Mailing Address

Phone number

(713) 244-6450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRECEDENT WEALTH FORM ADV 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	594
AUM (Assets Under Management)	$ 535,581,166

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/03/2025	Cover Page	Report
10/07/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sarah E. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Eloise Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRECEDENT WEALTH PARTNERS, LLC

LINSCOMB WEALTH, INC.

LINSCOMB WEALTH, INC.

Primary Firm SEC Registration

PRECEDENT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

PRECEDENT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PRECEDENT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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