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| Principia Wealth Advisory LLC
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| |
|---|---|
| CRD # | 152678 |
| SEC # | 801-127042 |
| CIK # | |
| AUM | $163.2 MM (2024-03-29) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 214-775-0899 |
| Address | 13355 Noel Rd Ste 1100 Dallas, TX 75240 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 16.0 |
| (b) Individuals (high net worth individuals) | 77 | 127.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 16.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 3.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 634 | 163.2 |
| By Discretionary | ||
| Discretionary | 634 | 163.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 634 | 163.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.2 | |
| Total | 634 | 163.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HBE Wealth Management LLC
✚
|
NE | 0.2 |
|
Lynx Advisory Partners LLC
✚
|
FL | 0.2 |
|
Avid Wealth Partners LLC
✚
|
TX | 0.2 |
|
Integrated Quantitative Investments LLC
✚
|
WA | 0.2 |
|
Tranquilli Financial Advisor LLC
✚
|
NJ | 0.2 |
|
Clark Monroe Blackman LLC
✚
|
TX | 0.2 |
|
IBN Financial Services Inc
✚
|
NY | 0.2 |
|
Capital Developers LLC
✚
|
NC | 0.2 |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.2 |
|
McGinn Penninger Investment Managment Inc
✚
|
VA | 0.2 |