| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Joseph Castiello Control | Chief Compliance Officer | Under 5% | 2017 |
| Principle Wealth Holdings LLC Control | Owner | Over 75% | 2024 |
| Robert Santino Paolucci Control | Chief Executive Officer, Managing Member | Under 5% | 2017 |
Principle Wealth Partners LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
Principle Wealth Partners LLC reports 25 employees.
Principle Wealth Partners LLC is based in Madison, CT and has been SEC-registered since 2017.
Principle Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 670 Boston Post Road, Madison, CT 06443 |
| Phone | 203-318-8892 |
| Fax | 203-318-8898 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1743413 |
| Discloses disciplinary history | No |
| Discretionary | $2.66B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.66B |