Principled Wealth Advisors, LLC
Principled Wealth Advisors, LLC is an SEC-registered wealth manager with $252.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Principled Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138143, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $252.1M (2026-06-22)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 157
- CRD
- 138143
- Ownership
- MERRY, LUKE, THOMAS; RANSICK, JEREME, SEBASTIAN
How much AUM does Principled Wealth Advisors, LLC have?
Principled Wealth Advisors, LLC reported $252.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Principled Wealth Advisors, LLC?
Disclosed owners and executives of Principled Wealth Advisors, LLC include MERRY, LUKE, THOMAS, RANSICK, JEREME, SEBASTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.