Principia Wealth Advisory, LLC
Principia Wealth Advisory, LLC is an SEC-registered wealth manager in Dallas, TX with $225.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Principia Wealth Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152678, SEC 801-127042, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $225.0M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 5
- Clients
- 155
- CRD
- 152678
- Ownership
- WINNINGHAM, ANDREW, W; PLAUTZ, AARON, JOSEPH
How much AUM does Principia Wealth Advisory, LLC have?
Principia Wealth Advisory, LLC reported $225.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Principia Wealth Advisory, LLC?
Disclosed owners and executives of Principia Wealth Advisory, LLC include WINNINGHAM, ANDREW, W, PLAUTZ, AARON, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.