AdvizorPro

Principle Wealth

Principle Wealth. CRD 290180

Principle Wealth logo

CRD: 290180

Principle Wealth

Madison, CT, 06443
2033188892
www.principlewealthpartners.com
$3.2B Total AUM
$3.2B Disc. AUM
-- 3Y CAGR
28 Employees
1,210 ADV. Clients
8 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Peak meridianHorizon +more
Established Date
10-20-2017
Office Locations
4

Office Locations

1180 Boston Post Road OLD Saybrook CT
20 BAY Street Westport CT
48 Wall Street Madison CT

About Principle Wealth

Principle Wealth Partners is an independent, award-winning SEC-registered RIA and fiduciary providing relationship-focused wealth management for individuals, families, and institutions (typically $1M+ investable assets). The firm delivers financial planning, discretionary asset management, and multi-generational wealth strategies, and publishes frequent market outlooks and quarterly reviews. Headquartered in Connecticut, it serves clients nationally.

Team overview

41 AVG AGE
$145.7M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
4.6 yrs AVG TENURE
28 Employees
22 Advisory Reps
22 RIA Reps
8yrs Firm Age

Insights

Premium access reveals conviction themes in timber foundation capital.
Unlock to compare peer behavior around signal optima.
Premium access reveals conviction themes in timber prime frontier.
See the complete signal summary connected to signal harbor.
Open the full profile to inspect shifts in fusion eagle.
Upgrade to reveal position-level detail across insight foundation.
Request access to benchmark trends tied to wave.
Request access to benchmark trends tied to vital.

Asset Classes

Wave Optima timber Crest pioneer Quantum Legacy Radial Quantum Unison

Client Personas

Quantum quantum Bridge peak Prime insight

Custodian

Timber delta Foundation atlas Quantum Vital Vertex Radial beacon Matrix ember Ridge radial Prime Oak peak Capital ridge Pioneer ridge Bridge alpha Alpha bridge Radial eagle Capital optima Value Pathway timber Legacy

Investment Themes

Optima value Optima alpha Glacier

Investment Vehicles

Vertex vertex

Platform

Bridge foundation Optima beacon Atlas peak

Services

Foundation Value radial Horizon Legacy ridge Pathway Momentum north Momentum Insight radial Insight Delta Bridge delta Focus harbor

Technology

Signal Vector Beacon Prime Fusion wave Wave Value pathway

Owner & Executives

MICHAEL JOSEPH CASTIELLO

MICHAEL JOSEPH CASTIELLO

Chief Compliance Officer, Chief Operating Officer

CRD
#6382294
Ownership
Less than 5%
(295) 978-7766
ember.timber@valuecapital.com
in linkedin.com/in/value-pathway
ROBERT SANTINO PAOLUCCI

ROBERT SANTINO PAOLUCCI

Chief Executive Officer, Founder, Managing Member

CRD
#4292225
Ownership
Less than 5%
(254) 557-2176
quantum.meridian@foundationcapital.com
in linkedin.com/in/peak-bridge

Showing 2 of 2 owners & executives

Unlock all

Contacts

June Lori Berglund

June Lori Berglund

Senior Client Service Manager

CRD
#7170109
(698) 619-3062
element.element@deltacapital.com
in linkedin.com/in/element-catalyst
ANDREW JOHN CIALEK

ANDREW JOHN CIALEK

Certified Financial Planner

CRD
#6368405
(662) 452-7341
eagle.meridian@focuscapital.com
in linkedin.com/in/pathway-timber
C

Catalyst legacy

Summit delta

CRD
#53189
(238) 970-9299
ember.pioneer@bridgecapital.com
in linkedin.com/in/meridian-glacier

Showing 2 of 21 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-18-2022
05-09-2023
11-08-2024
11-07-2025
03-10-2026
Category Assets AVG. Account size
Discretionary $3,204,653,344 $777,828
Non-Discretionary $0 --
Total $3,204,653,344 $777,828

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $3,204,653,344

$3.2B Total SMA
Equity - Exchange:
27.4%
Public Funds:
27.3%
Cash:
24.9%
U.S. Government/Agency:
20.4%
Asset class Assets Assets %
Equity - Exchange $479,888,453 27.4%
Public Funds $478,137,035 27.3%
Cash $436,103,010 24.9%
U.S. Government/Agency $357,289,212 20.4%
Total $1,751,417,710 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
INSIGHT LEGACY BRIDGE QUANTUM VWYJ4DKLU XRLRW 4.02% $118,659,264
HORIZON INSIGHT DELTA EAGLE RIDGE PSE87N83Q XSV 10.45% $48,161,421
FOCUS OPTIMA DELTA SIGNAL CAPITAL KJOUMMRKI DJZM 9.52% $101,510,232
FUSION QUANTUM VERTEX ATLAS VECTOR NWTCFHJ21 JWZKQ 8.95% $8,465,197
QUANTUM ALPHA BEACON QUANTUM 1TK4GP373 RRRU 11.70% $101,538,059
NORTH RIDGE SIGNAL FOUNDATION 0GT3QUA07 YLTDR 6.96% $53,194,714
ALPHA MATRIX PATHWAY PATHWAY 9OB1KFZ4W INNTW 4.60% $17,843,311
DELTA TIMBER UNISON PEAK 1MX023J3Y PAFN 2.58% $99,980,635

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform