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Building 2PRINCIPLED WEALTH ADVISORS, LLC

Map pinCOVINGTON, KY
Phone859-957-2737
NotebookSEC #801-136333
Total AUM
$252.1M
Employees
5
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 EAST RIVERCENTER BLVD
SUITE 810
COVINGTON
KY 41011-1513
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
859-957-2737

ReceiptFinancials

Total AUM
$252.1M
Accounts
783
Discretionary
$247.4M
Accounts
758
Non-Discretionary
$4.7M
Accounts
25

ContactClients

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Individual Clients
53
AUM
$28.6M
HNW Individual Clients
97
AUM
$199.7M
Charitable Organization Clients
2
AUM
$2.9M
Corporation or Business Clients
5
AUM
$21M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KY

HandshakeAffiliates

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

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