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| Happy Holidays!! thanks for using AUM13F!! |
| Principia Wealth Advisory LLC
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|---|---|
| CRD # | 152678 |
| SEC # | 801-127042 |
| CIK # | 0002041436 |
| AUM | $190.0 M (2025-03-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 214-775-0899 |
| Address | 13355 Noel Rd Ste 1100 Dallas, TX 75240 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002041436 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Psivida Corp | 5.0 | ||
| Avalanche Biotechnologies Inc | 4.4 | ||
| iShares Comex Gold Trust | 3.7 | ||
| iShares Silver Trust | 2.7 | ||
| iShares Bitcoin Trust | 1.6 | ||
| Kinder Morgan Inc | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Apple Inc | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 20.0 |
| (b) Individuals (high net worth individuals) | 82 | 148.0 |
| (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 | 19.0 |
| (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 | 736 | 190.0 |
| By Discretionary | ||
| Discretionary | 736 | 190.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 736 | 190.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.0 | |
| Total | 736 | 190.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002041436] | |
| SC 13G | [0002041436] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Principia Wealth Advisory LLC | Adverum Biotechnologies Inc | [2024-10-23] |
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