CRD: 138143
Principled Wealth Advisors, LLC
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- Custodian
- Fidelity/NFS · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Peak summit
- Established Date
- 01-03-2006
- Office Locations
- 1
Office Locations
About Principled Wealth Advisors, LLC
Principled Wealth Advisors is an independent financial planning and wealth management firm serving clients locally and nationwide. The team uses a holistic, goals-first process that incorporates each client's principles to shape planning strategies and portfolio decisions, providing strategic guidance aimed at building long-term financial confidence for families. Advisors bring 75+ years of combined experience.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEREME SEBASTIAN RANSICK
Chief Compliance Officer, Chief Operating Officer, Financial Advisor, Product Manager
- CRD
- #4746247
- Ownership
- 75% or more
LUKE THOMAS MERRY
Financial Advisor, General Partner
- CRD
- #6203568
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,420,994 | $326,413 |
| Non-Discretionary | $4,688,492 | $187,540 |
| Total | $252,109,486 | $321,979 |
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Separately Managed Accounts
Total SMA Asset: $252,109,486
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,282,287,866 | 21.1% |
| Equity - Exchange | $395,017,589 | 6.5% |
| Other | $680,645,692 | 11.2% |
| Cash | $1,264,056,285 | 20.8% |
| Equity - OTC | $1,282,287,866 | 21.1% |
| Municipal Bonds | $686,722,885 | 11.3% |
| U.S. Government/Agency | $486,175,493 | 8.0% |
| Total | $6,077,193,676 | 100.0% |