# Principled Wealth Advisors

Principled Wealth Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://principledwealth.net
- **LinkedIn:** https://www.linkedin.com/company/ransick

## Regulatory record

- **CRD number:** 138143
- **SEC file number:** 801-136333
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138143

## About

PRINCIPLED WEALTH ADVISORS, LLC is an SEC-registered investment adviser in COVINGTON, KY. The firm manages $252 million in assets, $247 million on a discretionary basis. It has 5 employees and 2 investment advisers.

## Questions

### What is the investment strategy of Principled Wealth Advisors?

The firm has not published an investment strategy. Without disclosures, one can only infer from its name that private wealth preservation and growth are core objectives. However, the actual asset allocation, risk parameters, and use of direct investments versus fund commitments remain entirely outside the public domain.

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

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