PRINCIPIA WEALTH ADVISORY, LLC
SEC Form ADV profile.
Total regulatory AUM
$225,000,000
Discretionary
$225,000,000
Non-discretionary
$0
Firm details
- CRD number
- 152678
- SEC file number
- 801-127042
- Main office
- DALLAS, TX, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.PWADVISORY.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.