PRINCIPIA WEALTH ADVISORY, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 152678). Regulatory assets under management: $225.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Aaron Joseph Plautz | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Andrew W Winningham | PARTNER AND LEAD ADVISOR | — |
| PLAUTZ AARON JOSEPH | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| WINNINGHAM ANDREW W | PARTNER AND LEAD ADVISOR | — |