Dallas Neal Trahern
Investment adviser representative at Precedent Wealth Partners, LLC
17 yearsExperience
1 stateRegistered in
$685MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Precedent Wealth Partners, LLCDec 2025 to now
- Teleios Builders LLCDec 2024 to now
- EntrustedJan 2009 to Nov 2024
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Precedent Wealth Partners, LLC
$685MAssets managed
201Clients
18Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8201481
- Firm CRD
- 325203