# PRINCIPLED WEALTH ADVISORS, LLC

PRINCIPLED WEALTH ADVISORS, LLC of COVINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 138143
- Type: SEC-registered investment adviser
- SEC file number: 801-136333
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138143/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138143/similar
- Related entities: https://search.stillhousedata.com/firm/138143/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138143

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.