Principia Wealth Advisory, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 152678
- Registered since
- December 15, 2022
- Website
- pwadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.33%
- Individuals11.56%
- Charitable Organizations9.78%
- Insurance Companies1.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Principia Wealth Advisory, LLC is an independent, owner-operated registered investment adviser that provides financial planning and discretionary portfolio management to individual and family clients as well as businesses and institutions. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services list financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Principia does not identify as an active ESG investor and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities12%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
3 of 4Matt Harrelson
Investment Adviser RepresentativeCRD 5494198
Aaron Plautz
PresidentCRD 5035369
Michael Miller
Senior Wealth AdvisorCRD 4532677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 118Active vs passive
$404M in ETFs
94%
$378M
6%
$25.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $240M | 970,826 | 59.49% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 13355 Noel Rd
- Time zone
- CT (UTC-6)
- Office locations
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