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Principia Wealth Advisory, LLC

Headquartered in DALLAS, TX

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Firm Information

Principia Wealth Advisory, LLC is a Dallas, TX-based registered investment advisor. The firm manages over $163.2 million in assets for 634 clients, including high-net-worth individuals, charitable organizations, and insurance companies. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.

Principia Wealth Advisory, LLC

13355 NOEL RD. STE 1100

DALLAS, TX 75240

$163.20M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PRINCIPIA WEALTH ADVISORY, LLC has a total of 2 branch locations across the country.
location

Fort Worth, TX

location

DALLAS, TX

Advisors at Principia Wealth Advisory, LLC

View All 3 Advisors
Unclaimed
Andrew W Winningham

CFP®, RA

DALLAS, TX

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Unclaimed
Matt Allen Harrelson

CFP®, RA

Fort Worth, TX

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Aaron Joseph Plautz

RA

DALLAS, TX

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Unclaimed
Michael David Miller

RA

DALLAS, TX

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Disclosures

There are no public disclosures for Principia Wealth Advisory, LLC.

Frequently Asked Questions (9)

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