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Building 2PRINCIPIA WEALTH ADVISORY, LLC

Map pinDALLAS, TX
Phone214-775-0899
NotebookSEC #801-127042
Total AUM
$225M
Employees
5
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13355 NOEL RD. STE 1100
DALLAS
TX 75240
United States
Operating Hours
8:30 TO 5:30PM
Monday - Friday
Phone
214-775-0899
Other Offices
4

ReceiptFinancials

Total AUM
$225M
Accounts
737
Discretionary
$225M
Accounts
737
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$26M
HNW Individual Clients
81
AUM
$174M
Charitable Organization Clients
3
AUM
$22M
Insurance Company Clients
1
AUM
$3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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