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Luke Thomas Merry

Financial Advisor, MemberPrincipled Wealth Advisors, LLCCRD 6203568

About Luke Thomas Merry

Luke Thomas Merry is listed as Financial Advisor, Member at Principled Wealth Advisors, LLC in Covington, KY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Principled Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Luke Thomas Merry work?

Luke Thomas Merry is listed as Financial Advisor, Member at Principled Wealth Advisors, LLC on SEC Form ADV.

How much of Principled Wealth Advisors, LLC does Luke Thomas Merry own?

Form ADV reports a beneficial ownership band of Under 5%.

Principled Wealth Advisors, LLC

TitleFinancial Advisor, Member
OwnershipUnder 5%
Control personYes
Since2026