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| Principle Wealth Partners LLC
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| |
|---|---|
| CRD # | 290180 |
| SEC # | 801-111911 |
| CIK # | 0001743413 |
| AUM | $2.2 BB (2024-08-06) |
| Employees | 25 (84% Investors, 0% Brokers) |
| Phone | 203-318-8892 |
| Address | 670 Boston Post Road Madison, CT 06443 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 77.7 | |
| JPM | 340,169.2 | 71.6 | |
| MSFT | 1,918,222.4 | 48.7 | |
| AMZN | 1,092,997.8 | 30.4 | |
| NVDA | 399,550.0 | 22.8 | |
| MCD | 179,584.2 | 17.3 | |
| GOOG | 1,482,566.4 | 17.0 | |
| GOOGL | 1,475,138.5 | 16.5 | |
| JNJ | 465,600.2 | 16.2 | |
| AMGN | 130,083.0 | 16.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 529 | 0.2 |
| (b) Individuals (high net worth individuals) | 436 | 1.9 |
| (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 | 14 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,356 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,356 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,356 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,356 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001743413] |
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