Andrew Robert Casey
Financial advisor at Precedent Wealth Partners, LLC · Houston, TX
Last updated 2026-10-10
Claim your profileAndrew Robert Casey is a financial advisor at Precedent Wealth Partners, LLC in Houston, TX, CRD 7777671. Licenses and exams on the registration: Series 65. IAPD registration began 2023-07-10.
Registration
- CRD number
- 7777671
- Registration status
- Active
- IAPD registration
- 2023-07-10
- Industry Experience
- 3 years
- Work Experience
- 11 years
- States registered
- TX
Licenses and exams
- Series 65
Designations
- CFP®
Work history
- 2025-06 to Present · Precedent Wealth Partners · Houston, TX
- 2018-12 to 2020-06 · Lja Engineering, Inc · Houston, TX
- 2015-06 to 2018-12 · Lja Engineering, Inc · Houston, TX
- 2020-06 to 2023-04 · Lja Engineering, Inc · Houston, TX
- 2023-04 to 2025-06 · Precedent Wealth Partners · Houston, TX
Current employment
- Precedent Wealth Partners, LLC · Houston, TX
Precedent Wealth Partners, LLC
- Regulatory AUM
- $685,046,783
- Registered advisors
- 18
- Offices
- 5
- Clients per advisor
- 11.2 (Low)
- Average AUM per client
- $3.4M (Moderate)
- High-net-worth client ratio
- 38.3% (Moderate)
Precedent Wealth Partners, LLC: advisors, services and reported ETF investments
About
Andrew Robert Casey is a CFP® financial advisor at Precedent Wealth Partners, LLC in Houston, TX. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include Precedent Wealth Partners, Lja Engineering, Inc, among others.
Precedent Wealth Partners, LLC's firm-level Form ADV reports 18 advisors across 5 offices; approximately 11.2 clients per advisor, average assets per client of $3,408,193, and regulatory AUM of $685M; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $398.4M across 91 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Andrew Robert Casey personally.
Reported ETF positions
Precedent Wealth Partners reports 91 ETF positions worth $398.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VEA — Vanguard FTSE Developed Markets ETF | $40.9M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $30.6M |
| VOO — Vanguard S&P 500 ETF | $19.6M |
| AIRR — First Trust RBA American Industrial Renaissance ETF | $14.8M |
| IVV — iShares Core S&P 500 ETF | $14.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Precedent Wealth Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $14.8M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $19.6M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | IBDZ — iShares iBonds Dec 2034 Term Corporate ETF | $566.4K | Top 99.8% | Residual alpha +0.78% · Residual Sharpe 0.13 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $13.2M | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Precedent Wealth Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
1800 West Loop South, Houston, TX 77027
18 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Andrew Robert Casey?
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