# Principle Wealth

Principle Wealth is a Bank / Wealth / Trust based in Madison, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Madison, United States
- **Region:** North America
- **Address:** Madison, CT, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** principlewealth.com
- **LinkedIn:** https://www.linkedin.com/company/principle-wealth-partners

## Regulatory record

- **CRD number:** 290180
- **SEC file number:** 801-111911
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290180

## About

Principle Wealth is an SEC-registered investment adviser in Madison, CT, registered since 2017. The firm manages approximately $3.2 billion in regulatory assets. It has 28 employees and 22 investment advisers.

## Related profiles

- [Principal Securities](https://altss.com/profile/principal-securities)
- [Principled Advisors](https://altss.com/profile/principled-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/principle-wealth

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