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SAFETY OF PRINCIPLE WEALTH MANAGEMENT, LLC

SAFETY OF PRINCIPLE WEALTH MANAGEMENT COMPANY, LLC

CRD 143918

12082 NW 30TH ST, CORAL SPRINGS, FL, 33065, United States

Phone

(954) 326-6979

Fax

Registration

— (—)

Source

State registered

Total AUM

$3.9M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Official SEC filing: View on IAPD