# Principia Wealth Advisory

Principia Wealth Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 152678
- **SEC file number:** 801-127042
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152678

## About

Principia Wealth Advisory, LLC is an SEC-registered investment adviser in Dallas, TX, registered since 2022. The firm manages approximately $225 million in assets. Principia Wealth Advisory employs 5 staff and 4 investment advisers.

## Questions

### What is the regulatory status of Principia Wealth Advisory?

Principia Wealth Advisory is registered as an RIA with the SEC, meaning it operates under fiduciary duty and files Form ADV disclosures. This provides a baseline of transparency, including assets under management and client types, though specific details are not publicly searchable.

### Is there any public information on the firm's founding team or leadership?

No named principals, founding year, or leadership biographies have appeared in public records. The firm's principal owner or CEO is not listed in common business databases. This lack of naming makes it difficult to assess prior experience or succession planning.

### What is the firm's geographical focus or headquarters location?

The firm's headquartered city and country are not publicly listed. An RIA must disclose its principal place of business on its ADV, but that filing has not been surfaced in this research. No additional offices have been identified.

### How does Principia Wealth Advisory generate investment returns or value for clients?

The firm's investment methodology is not publicly documented. Without a website or marketing materials, it is not possible to confirm whether it uses direct co-investments, fund-of-funds, separate accounts, or other structures. The firm's performance track record is not available.

## Related profiles

- [Sparrow Wealth Management](https://altss.com/profile/sparrow-wealth-management)
- [O'Connor Capital Advisory](https://altss.com/profile/oconnor-capital-advisory-llc)

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Last updated: 2026-07-06T01:24:23.596Z

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