PPrivate Fund Data Log in Join · $37/mo

Principia Wealth Advisory, LLC

● SEC registered since 2022CRD 152678SEC# 801-127042Dallas, TX
Export (members)
Reg. AUM
$190M
Employees
5
Accounts
736
Location
Dallas, TX

Principia Wealth Advisory, LLC assets under management

Principia Wealth Advisory, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2022. It reports $190 million in regulatory assets under management and employs 5 people.
www.pwadvisory.comView on SEC.gov ↗

Principia Wealth Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
Aaron Joseph Plautz ControlPresident And Chief Compliance OfficerOver 75%2010
Andrew W WinninghamPartner And Lead AdvisorUnder 5%2023

Frequently asked questions

How much does Principia Wealth Advisory, LLC manage?

Principia Wealth Advisory, LLC reports $190 million in regulatory assets under management on its Form ADV.

How many employees does Principia Wealth Advisory, LLC have?

Principia Wealth Advisory, LLC reports 5 employees.

Where is Principia Wealth Advisory, LLC located?

Principia Wealth Advisory, LLC is based in Dallas, TX and has been SEC-registered since 2022.

Does Principia Wealth Advisory, LLC disclose fund performance?

Principia Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13355 Noel Rd. Ste 1100, Dallas, TX 75240
Phone214-775-0899
Fax214-775-0899
Office hours8:30 To 5:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$190M
Non-discretionary$0
Total (RAUM)$190M