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| Happy Holidays!! thanks for using AUM13F!! |
| Principle Wealth Partners LLC
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| CRD # | 290180 |
| SEC # | 801-111911 |
| CIK # | 0001743413 |
| AUM | $2.7 B (2025-04-21) |
| Employees | 25 (76% Investors, 0% Brokers) |
| Phone | 203-318-8892 |
| Address | 670 Boston Post Road Madison, CT 06443 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001743413 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 103.1 | ||
| Apple Inc | 77.3 | ||
| Microsoft Corp | 55.7 | ||
| Nvidia Corp | 46.4 | ||
| Amazon Com Inc | 35.4 | ||
| McDonalds Corp | 19.9 | ||
| United Technologies Corp /DE/ | 17.8 | ||
| Alphabet Inc | 17.1 | ||
| Johnson & Johnson | 17.0 | ||
| International Business Machines Corp | 16.6 | ||
| Alphabet Inc | 16.6 | ||
| Home Depot Inc | 15.0 | ||
| VISA Inc | 14.0 | ||
| Goldman Sachs Group Inc | 13.5 | ||
| Cisco Systems Inc | 13.4 | ||
| Oracle Corp | 13.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 551 | 0.2 |
| (b) Individuals (high net worth individuals) | 506 | 2.3 |
| (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 | 16 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,732 | 2.7 |
| By Discretionary | ||
| Discretionary | 3,732 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,732 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 3,732 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001743413] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sagewood Asset Management LP
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|
NY | 2.7 |
|
Chilton Capital Management LLC
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TX | 2.7 |
|
Brick Capital Management Inc
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MI | 2.7 |
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Thompson Investment Management Inc
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WI | 2.7 |
|
Retirement Income Solutions Inc
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MI | 2.7 |
|
Leo Wealth LLC
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|
TX | 2.7 |
|
Birch Hill Investment Advisors LLC
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|
MA | 2.7 |
|
Girard Advisory Services LLC
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|
PA | 2.7 |
|
Kellogg Asset Management LLC
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|
WI | 2.7 |
|
Argos Capital Partners LLC
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|
MO | 2.6 |