SAFETY OF PRINCIPLE WEALTH MANAGEMENT, LLC

SAFETY OF PRINCIPLE WEALTH MANAGEMENT, LLC of CORAL SPRINGS, FL is an SEC-registered investment adviser (CRD 143918). Regulatory assets under management: $3.9M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 143918
• Type: Registered investment adviser
• Location: 12082 NW 30TH ST, CORAL SPRINGS, FL, 33065
• Phone: (954) 326-6979
• Latest filing: 2026-03-11
• Regulatory AUM: $3.9M
• Non-discretionary AUM: $3.9M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143918 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search