PRINCIPLE WEALTH PARTNERS LLC

PRINCIPLE WEALTH
MADISON, Connecticut·4 registered advisors·CRD# 290180
SEC# 801-1119113203-318-8892
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRINCIPLE WEALTH PARTNERS LLC

4 registered advisors
Julina Lee Ogilvie
MADISON, Connecticut
Michael Joseph Castiello
MADISON, Connecticut
Patricia Lynn Brady
MADISON, Connecticut
Robert Santino Paolucci
MADISON, Connecticut
05

Office Locations

MADISON, Connecticut
4 advisors

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Data sourced from SEC Form ADV filings. PRINCIPLE WEALTH PARTNERS LLC (CRD# 290180) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.