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Aaron Joseph Plautz

PRINCIPIA WEALTH ADVISORY, LLC·DALLAS, Texas
Unclaimed Profile
13355 NOEL RD. STE 1100, DALLAS, TX 75240CRD# 5035369Firm CRD# 152678
01

About

Aaron Joseph Plautz is a registered financial advisor based in DALLAS, Texas, affiliated with PRINCIPIA WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRINCIPIA WEALTH ADVISORY, LLC
PRINCIPIA WEALTH ADVISORY, LLC
AUM
$163M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PRINCIPIA WEALTH ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5035369
Firm CRD# 152678
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron Joseph Plautz offer?
Aaron Joseph Plautz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Aaron Joseph Plautz's credentials?
Aaron Joseph Plautz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Joseph Plautz located?
Aaron Joseph Plautz is based in DALLAS, Texas, working with PRINCIPIA WEALTH ADVISORY, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Aaron Joseph Plautz charge for services?
Aaron Joseph Plautz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRINCIPIA WEALTH ADVISORY, LLC?
PRINCIPIA WEALTH ADVISORY, LLC has approximately 5 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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