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Principia Wealth Advisory LLC

EST. AUM
$225,000,000

CONTACTS

CLIENT ACCOUNTS
737

Firm Details

Metro area Dallas
CRD Number 152678
Website pwadvisory.com
Client types

Overview

Principia Wealth Advisory, LLC is an independent Registered Investment Advisor based in Dallas, Texas, providing fee-based financial planning and investment management services to families, individuals, and retirees. The firm operates as a fiduciary with over 50 years of combined team experience and maintains proprietary investment strategies through a disciplined, team-based approach. Principia Wealth Advisory serves clients building wealth and those in or approaching retirement, with a structured discovery-to-plan engagement process.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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