RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WINNINGHAM, ANDREW, WIPARTNER AND LEAD ADVISORNA
WINNINGHAM, ANDREW, WIPARTNER AND LEAD ADVISORNA
WINNINGHAM, ANDREW, WIPARTNER AND LEAD ADVISORNA
PLAUTZ, AARON, JOSEPHIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
PLAUTZ, AARON, JOSEPHIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
PLAUTZ, AARON, JOSEPHIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
PLAUTZ, AARON, JOSEPHIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (2)

NE TX

Address

13355 NOEL RD. STE 1100
DALLAS, TX 75240
United States
Phone: 214-775-0899