PRINCIPIA WEALTH ADVISORY, LLC

CRD 152678File 801-127042

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$225.0M

Below cohort median (national)

Discretionary AUM

$225.0M

Clients

156

737 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Dec 15, 2022
Principal office: 13355 NOEL RD. STE 1100, DALLAS, TX, 75240
Phone: 214-775-0899
Website: HTTP://WWW.PWADVISORY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $225.0M
Discretionary AUM: $225.0M
Non-discretionary AUM: $0
Discretionary accounts: 737
Non-discretionary accounts: 0
Total accounts: 737
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$3.0M
Charitable organizations	Fewer than 5	$22.0M
High net worth individuals	81	$174.0M
Individuals (other than high net worth individuals)	71	$26.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.