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Andrew W Winningham

PRINCIPIA WEALTH ADVISORY, LLC·DALLAS, Texas
Unclaimed Profile
13355 NOEL RD. STE 1100, DALLAS, TX 75240CRD# 5802231Firm CRD# 152678
01

About

Andrew W Winningham 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# 5802231
Firm CRD# 152678
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew W Winningham offer?
Andrew W Winningham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Andrew W Winningham's credentials?
Andrew W Winningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew W Winningham located?
Andrew W Winningham 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 Andrew W Winningham charge for services?
Andrew W Winningham'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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Stuart Laidlaw Brown — HAMPTON ROCK WEALTH MANAGEMENT I, LLCJane Ross Bolin — CARROLLTON MINERAL PARTNERS GP, LPMichael Christopher Mewhinney — CLOVER PARTNERS, L.P.Jerry Vernie Smith — WYNN-CROSBY MANAGEMENT, LTD.John Armstrong Henry (iii) — TRIGATE MANAGEMENT LLC
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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