Investment adviser · CRD 152678
PRINCIPIA WEALTH ADVISORY, LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $225M Form ADV · Item 5.F
- Client accounts
- 737 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 81 | $174,000,000 | 77.3% |
| Individuals | 71 | $26,000,000 | 11.6% |
| Charities | Fewer than 5 | $22,000,000 | 9.8% |
| Insurance companies | Fewer than 5 | $3,000,000 | 1.3% |
Filing source
Form ADV 2087531 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
13355 NOEL RD. STE 1100DALLAS, TX, 75240, United States
CRD 152678
Filing source
Form ADV 2087531 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.