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PRINCIPIA WEALTH ADVISORY, LLC
13355 Noel Rd. Ste 1100
Dallas, Texas 75240
Tel: 214-775-0899
About PRINCIPIA WEALTH ADVISORY, LLC
PRINCIPIA WEALTH ADVISORY, LLC, formally registered with the SEC as PRINCIPIA WEALTH ADVISORY, LLC. The firm was established in 12/15/2022. They have over 5 offices throughout the country.
PRINCIPIA WEALTH ADVISORY, LLC is a Dallas, Texas based Financial Planning firm with nearly $163,200,000 assets under management, offering retirement planning & investment advisory services to 634 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152678 |
| SEC# | 801-127042 |
| Assets Managed by Firm | $163,200,000 |
| No. of Clients | 634 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 634 | $163,200,000 |
| Individuals (other than high net worth individuals) | 53 | $16,000,000 |
| High net worth individuals | 77 | $127,500,000 |
| Charitable organizations | 3 | $16,700,000 |
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