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

Clients

Accounts

3,732

Firm Details

Organization Type: Limited Liability Company
State of Formation: Connecticut
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 7, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BRADY, PATRICIA, LYNN	I	CHIEF OPERATING OFFICER	NA	Control
BRADY, PATRICIA, LYNN	I	CHIEF OPERATING OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	NA	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	NA	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	NA	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	NA	Control
PAOLUCCI, ROBERT	I	MANAGER, MEMBER, AND PORTFOLIO MANAGER	E	Control
PAOLUCCI, ROBERT	I	MANAGER, MEMBER, AND PORTFOLIO MANAGER	E	Control
PAOLUCCI, ROBERT	I	MANAGER, MEMBER, AND PORTFOLIO MANAGER	E	Control
PAOLUCCI, ROBERT	I	MANAGER, MEMBER, AND PORTFOLIO MANAGER	E	Control
PAOLUCCI, ROBERT	I	MANAGER, MEMBER, AND PORTFOLIO MANAGER	E	Control
PAOLUCCI, ROBERT	I	MANAGER, MEMBER, AND PORTFOLIO MANAGER	E	Control
PAOLUCCI, ROBERT	I	MANAGER, MEMBER, AND PORTFOLIO MANAGER	E	Control
PAOLUCCI, ROBERT	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PAOLUCCI, ROBERT, SANTINO	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	E	Control
PRINCIPLE WEALTH HOLDINGS LLC	DE	OWNER	E	Control
PRINCIPLE WEALTH HOLDINGS LLC	DE	OWNER	E	Control
PRINCIPLE WEALTH HOLDINGS LLC	DE	OWNER	E	Control
PRINCIPLE WEALTH HOLDINGS LLC	DE	OWNER	E	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
CASTIELLO, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	A	Control
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A
OGILVIE, JULINA, LEE	I	DIRECTOR/ BUSINESS DEVELOPMENT	A

Registrations

Federal

Nov 7, 2025 REGISTERED

Notice Filings (21)

CA CO CT FL GA LA MA MD ME MI NC NH NJ NY PA RI SC TN TX VA VT

Address

670 BOSTON POST ROAD
MADISON, CT 06443
United States

Phone: 203-318-8892