RIA Intel›Advisers›Connecticut›PRINCIPLE WEALTH PARTNERS LLC

PRINCIPLE WEALTH PARTNERS LLC

Advisory

N·MADISON, CT

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM
$3.2B
1-Year AUM Growth
0.0%
3-Year CAGR
+7.0%
Employees
22
Assets Under Management
Total AUM$3.2B
Discretionary AUM$3.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,093
Team
Total Employees22
Investment Advisers28
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingSep 22, 2017
Latest FilingMar 4, 2026
🔒 Full AUM trend chart and 24 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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