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Aaron Joseph Plautz

President And Chief Compliance OfficerPrincipia Wealth Advisory, LLCCRD 5035369

About Aaron Joseph Plautz

Aaron Joseph Plautz is listed as President And Chief Compliance Officer at Principia Wealth Advisory, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Principia Wealth Advisory, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Aaron Joseph Plautz work?

Aaron Joseph Plautz is listed as President And Chief Compliance Officer at Principia Wealth Advisory, LLC on SEC Form ADV.

How much of Principia Wealth Advisory, LLC does Aaron Joseph Plautz own?

Form ADV reports a beneficial ownership band of Over 75%.

Principia Wealth Advisory, LLC

TitlePresident And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2010
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