Principia Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $225M in regulatory assets under management, 5 employees, 4 offices, and 737 accounts.
Assets Under Management
$225M
Employees
5
Offices
4 offices
Total Clients
156
Primary office
DALLAS, TX
13355 NOEL RD. STE 1100, DALLAS, TX, United States
Top client segmentHNWI represent 51.9% of total clients.
Top client categories% of clientsClients
1
HNWI
51.9%
81
2
Individuals
45.5%
71
3
Charitable
1.9%
3
4
Insurance Cos.
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$225Mas of March 31, 2026
Discretionary100.0%
$225M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$225M
Total Accounts737
10Y AUM Change+$116M (+106.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee31:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.