PRINCIPIA WEALTH ADVISORY, LLC

DALLAS, Texas·2 registered advisors·CRD# 152678
SEC# 801-1270424214-775-0899
01

Firm Overview

AUM
$163M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRINCIPIA WEALTH ADVISORY, LLC

2 registered advisors
Aaron Joseph Plautz
DALLAS, Texas
Andrew W Winningham
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. PRINCIPIA WEALTH ADVISORY, LLC (CRD# 152678) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.