PRINCIPIA WEALTH ADVISORY, LLC
CRD #152678 SEC #801-127042 DALLAS, TX 214-775-0899
SEC Registered
Total AUM
$190M
Discretionary
$190M
Employees
5
Clients
51
Accounts
736
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $190M | $190M | $0 | 5 | 0 |
| Mar 2024 | $163.2M | $163.2M | $0 | 5 | 0 |
| Mar 2023 | $124.6M | $124.6M | $0 | 4 | 0 |
| Nov 2022 | $109M | $109M | $0 | 4 | 0 |
DateMar 2025
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees4
Clients0