Principia Wealth Advisory, LLC

Principia Wealth Advisory, LLC (CRD# 152678) is a financial advisory firm headquartered in Dallas, TX. They manage $29,000,000 in 310 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $93,548
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Principia Wealth Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aaron J. Plautz
CRD#: 5035369
13355 Noel Rd. Ste 1100, Dallas, TX 75240
93
Wealthminder
score

Aaron Plautz (CRD# 5035369) is an Investment Advisor Representative working at Principia Wealth Advisory, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

2
Andrew W. Winningham
CRD#: 5802231
13355 Noel Rd. Ste 1100, Dallas, TX 75240
87
Wealthminder
score

Andrew Winningham (CRD# 5802231) is an Investment Advisor Representative working at Principia Wealth Advisory, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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