PRINCIPLED WEALTH ADVISORS, LLC
PRINCIPLED WEALTH ADVISORS, LLC of COVINGTON, KY is an SEC-registered investment adviser (CRD 138143). Regulatory assets under management: $252.1M.
Registration
- CRD: 138143
- SEC file number: 801-136333
- Type: Registered investment adviser
- Location: 100 EAST RIVERCENTER BLVD, SUITE 810, COVINGTON, KY, 41011-1513
- Phone: 859-957-2737
- Latest filing: 2026-06-22
- Regulatory AUM: $252.1M
- Discretionary AUM: $247.4M
- Non-discretionary AUM: $4.7M
- Clients: 5
- Accounts: 783
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Jereme Sebastian Ransick | COO, FINANCIAL ADVISOR, MEMBER, CCO | — |
| Luke Thomas Merry | FINANCIAL ADVISOR, MEMBER | — |
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