PRINCIPIA WEALTH ADVISORY, LLC

Overview

Principia Wealth Advisory, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and institutional clients. The firm is structured as a limited liability company and is owned by an individual principal. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services — the ADV lists pension consulting among offered services even though the snapshot does not identify the firm as a designated pension consultant. Fee arrangements are a mix of asset-based fees, hourly charges and fixed-fee engagements. The firm does not describe itself as an active ESG investor and is not identified as a capital allocator; it appears to access external managers for specialized exposures rather than operating as a fund-of-funds sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices