Principia Wealth Advisory, LLC

Principia Wealth Advisory, LLC (CRD# 152678) is a financial advisory firm headquartered in Dallas, TX. They manage $163,200,000 in 634 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13355 Noel Rd. Ste 1100, Dallas, TX 75240
http://www.pwadvisory.com
By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    634
    ACCOUNTS
  • Average Account Value
    $257,413
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Principia Wealth Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Miller, financial advisor Dallas TX
Michael D. Miller
CRD#: 4532677
13355 Noel Rd. Ste 1100, Dallas, TX 75240

Michael Miller (CRD# 4532677) is an Investment Advisor Representative working at Principia Wealth Advisory, LLC in Dallas, TX and has over 22 years of experience in the finance industry.

2
Aaron Plautz, financial advisor Dallas TX
Aaron J. Plautz
CRD#: 5035369
13355 Noel Rd. Ste 1100, Dallas, TX 75240

Aaron Plautz (CRD# 5035369) is an Investment Advisor Representative working at Principia Wealth Advisory, LLC in Dallas, TX and has over 18 years of experience in the finance industry.

3
Andrew Winningham, financial advisor Dallas TX
Andrew W. Winningham
CRD#: 5802231
13355 Noel Rd. Ste 1100, Dallas, TX 75240

Andrew Winningham (CRD# 5802231) is an Investment Advisor Representative working at Principia Wealth Advisory, LLC in Dallas, TX and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals