# PRINCIPLE WEALTH PARTNERS LLC

PRINCIPLE WEALTH PARTNERS LLC of MADISON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 290180
- Type: SEC-registered investment adviser
- SEC file number: 801-111911
- Location: 48 WALL STREET, MADISON, CT, 06443
- Phone: 203-318-8892
- Latest filing: 2026-06-17
- Regulatory AUM: $3.2B
- Discretionary AUM: $3.2B
- Clients: 28
- Accounts: 4,120

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Robert Santino Paolucci | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER; OWNER | — |
| Michael Joseph Castiello | CHIEF COMPLIANCE OFFICER | — |
| BRADY PATRICIA LYNN | CHIEF OPERATING OFFICER | — |
| PAOLUCCI ROBERT | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER; MANAGER, MEMBER, AND PORTFOLIO MANAGER | — |
| CASTIELLO MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | — |
| OGILVIE JULINA LEE | DIRECTOR/ BUSINESS DEVELOPMENT | — |
| PAOLUCCI ROBERT SANTINO | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WESTPORT | CT | 1 | (203) 227-7156 |
| — | — | 1 | (860) 318-8892 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290180/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290180/similar
- Related entities: https://search.stillhousedata.com/firm/290180/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290180

---

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.