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Principled Wealth Advisors, LLC

● SEC registered since 2026CRD 138143SEC# 801-136333Covington, KY
Export (members)
Reg. AUM
$252.1M
Employees
5
Accounts
783
Location
Covington, KY

Principled Wealth Advisors, LLC assets under management

Principled Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Covington, KY. The firm has been registered since 2026. It reports $252.1 million in regulatory assets under management and employs 5 people.
www.principledwealth.netView on SEC.gov ↗

Principled Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jereme Sebastian Ransick ControlCoo, Financial Advisor, Member, CcoOver 75%2016
Luke Thomas Merry ControlFinancial Advisor, MemberUnder 5%2026

Frequently asked questions

How much does Principled Wealth Advisors, LLC manage?

Principled Wealth Advisors, LLC reports $252.1 million in regulatory assets under management on its Form ADV.

How many employees does Principled Wealth Advisors, LLC have?

Principled Wealth Advisors, LLC reports 5 employees.

Where is Principled Wealth Advisors, LLC located?

Principled Wealth Advisors, LLC is based in Covington, KY and has been SEC-registered since 2026.

Does Principled Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address100 East Rivercenter Blvd, Suite 810, Covington, KY 41011-1513
Phone859-957-2737
Fax859-957-2738
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$247.4M
Non-discretionary$4.7M
Total (RAUM)$252.1M