Principia Wealth Advisory, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 152678
- SEC number
- 801-127042
- Firm type
- RIA
- Assets under management
- $225.0M as of Mar 31, 2026
- Website
- www.pwadvisory.com ↗
- Phone
- 214-775-0899
- Address
- 13355 Noel Rd. Ste 1100, Dallas, TX, 75240
Advisors at this firm
4 in our index · page 1 of 1
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Matt Allen HarrelsonCRD 5494198 · Fort Worth, TXIA RegisteredRegistration inactive
-
Michael David MillerCRD 4532677 · Dallas, TXIA Registered
-
Aaron Joseph PlautzCRD 5035369 · Dallas, TXIA Registered
-
Andrew W WinninghamCRD 5802231 · Dallas, TXIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 152678 ↗
FINRA BrokerCheck record for firm CRD 152678 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.