PRINCIPLE WEALTH PARTNERS LLC
Legal name: PRINCIPLE WEALTH
CRD #290180 SEC #801-111911 MADISON, CT 203-318-8892
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
25
Clients
--
Accounts
3,732
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.7B | $2.7B | $0 | 25 | 0 |
| Apr 2025 | $2.7B | $2.7B | $0 | 25 | 0 |
| Mar 2025 | $2.7B | $2.7B | $0 | 25 | 0 |
| Jan 2025 | $2.2B | $2.2B | $0 | 25 | 0 |
| Nov 2024 | $2.2B | $2.2B | $0 | 25 | 0 |
| Aug 2024 | $2.2B | $2.2B | $0 | 25 | 0 |
| Mar 2024 | $2.2B | $2.2B | $0 | 25 | 0 |
| May 2023 | $1.9B | $1.9B | $0 | 22 | 0 |
| Apr 2023 | $1.9B | $1.9B | $0 | 22 | 0 |
| Mar 2023 | $1.9B | $1.9B | $0 | 22 | 0 |
| Mar 2022 | $2.2B | $2.2B | $0 | 19 | 0 |
| Jun 2021 | $1.8B | $1.8B | $0 | 20 | 0 |
| Apr 2021 | $1.8B | $1.8B | $0 | 20 | 0 |
| Mar 2021 | $1.8B | $1.8B | $0 | 20 | 0 |
| Dec 2020 | $783.3M | $783.3M | $0 | 11 | 0 |
| Sep 2020 | $783.3M | $783.3M | $0 | 11 | 0 |
| Jul 2020 | $783.3M | $783.3M | $0 | 11 | 0 |
| Jun 2020 | $783.3M | $783.3M | $0 | 11 | 0 |
| Mar 2020 | $783.3M | $783.3M | $0 | 11 | 0 |
| Oct 2019 | $749.1M | $743.6M | $5.5M | 8 | 0 |
| May 2019 | $700.2M | $624.6M | $75.6M | 8 | 0 |
| Mar 2019 | $597.5M | $517.8M | $79.6M | 8 | 0 |
| Apr 2018 | $610.2M | $406M | $204.2M | 7 | 0 |
| Mar 2018 | $610.2M | $406M | $204.2M | 7 | 0 |
| Nov 2017 | $591.4M | $357.2M | $234.2M | 6 | 0 |
| Nov 2017 | $581.4M | $357.2M | $224.2M | 6 | 0 |
| Sep 2017 | $0 | $0 | $0 | 0 | 0 |
| Sep 2017 | $0 | $0 | $0 | 0 | 0 |
DateNov 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees25
Clients0
DateApr 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees25
Clients0
DateJan 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees25
Clients0
DateNov 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees25
Clients0
DateAug 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees25
Clients0
DateMay 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees22
Clients0
DateApr 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees22
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees19
Clients0
DateJun 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees20
Clients0
DateApr 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees20
Clients0
DateDec 2020
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees11
Clients0
DateJul 2020
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$749.1M
Discretionary$743.6M
Non-Disc.$5.5M
Employees8
Clients0
DateMay 2019
Total AUM$700.2M
Discretionary$624.6M
Non-Disc.$75.6M
Employees8
Clients0
DateMar 2019
Total AUM$597.5M
Discretionary$517.8M
Non-Disc.$79.6M
Employees8
Clients0
DateApr 2018
Total AUM$610.2M
Discretionary$406M
Non-Disc.$204.2M
Employees7
Clients0
DateMar 2018
Total AUM$610.2M
Discretionary$406M
Non-Disc.$204.2M
Employees7
Clients0
DateNov 2017
Total AUM$591.4M
Discretionary$357.2M
Non-Disc.$234.2M
Employees6
Clients0
DateNov 2017
Total AUM$581.4M
Discretionary$357.2M
Non-Disc.$224.2M
Employees6
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0