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PRINCIPLED WEALTH ADVISORS, LLC
CRD 138143 · SEC 801-136333
100 EAST RIVERCENTER BLVD, SUITE 810, COVINGTON, KY, 41011-1513, United States
Phone
859-957-2737
Fax
859-957-2738
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$252.1M
Discretionary AUM
$247.4M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $28.6M |
| High net worth individuals | 97 | $199.7M |
| Charitable organizations | 2 | $2.9M |
| Corporations/business entities | 5 | $21.0M |
States served
KY
All web addresses on file
Official SEC filing: View on IAPD