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| Principle Wealth Partners LLC
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|---|---|
| CRD # | 290180 |
| SEC # | 801-111911 |
| CIK # | 0001743413 |
| AUM | 3.2 B (2026-06-17) |
| Employees | 28 (79% Investors, 0% Brokers) |
| Phone | 203-318-8892 |
| Address | 48 Wall Street Madison, CT 06443 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 105.2 | ||
| Apple Inc | 93.1 | ||
| Nvidia Corp | 49.5 | ||
| Microsoft Corp | 42.4 | ||
| Amazon Com Inc | 34.9 | ||
| Johnson & Johnson | 27.7 | ||
| Alphabet Inc | 27.1 | ||
| Alphabet Inc | 26.7 | ||
| United Technologies Corp /DE/ | 22.8 | ||
| McDonalds Corp | 21.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 560 | 0.2 |
| (b) Individuals (high net worth individuals) | 613 | 2.8 |
| (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 | 20 | 0.1 |
| (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 | 17 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,120 | 3.2 |
| By Discretionary | ||
| Discretionary | 4,120 | 3.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,120 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 4,120 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001743413] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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