PRINCIPLED WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$252,109,486
Discretionary
$247,420,994
Non-discretionary
$4,688,492
Firm details
- CRD number
- 138143
- SEC file number
- 801-136333
- Main office
- COVINGTON, KY, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.principledwealth.net
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.