Principia Wealth Advisory, LLC
Principia Wealth Advisory, LLC (CRD# 152678) is a financial advisory firm headquartered in Dallas, TX. They manage $34,000,000 in 310 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts310ACCOUNTS
Average Account Value$109,677
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Aaron Plautz (CRD# 5035369) is an Investment Advisor Representative working at Principia Wealth Advisory, LLC in Dallas, TX and has over 12 years of experience in the finance industry.
Andrew Winningham (CRD# 5802231) is an Investment Advisor Representative working at Principia Wealth Advisory, LLC in Dallas, TX and has over 2 years of experience in the finance industry.