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Principia Wealth Advisory, LLC Info

Principia Wealth Advisory, LLC info

Principia Wealth Advisory, LLC (SEC CIK 2041436) first filed with the SEC on 2024-10-23 (Form SC 13G) and has filed 9 times since, including 7 Form 13F-HR quarterly holdings reports. It is organized in TX and registered at 13355 NOEL ROAD, SUITE 1100, DALLAS, TX, 75240.

  • Name: Value Principia Wealth Advisory, LLC.
  • SEC CIK: Value 2041436.
  • State of organization: Value TX.
  • Business address: Value 13355 NOEL ROAD, SUITE 1100, DALLAS, TX, 75240.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NamePrincipia Wealth Advisory, LLC
SEC CIK2041436
State of organizationTX
Business address13355 NOEL ROAD, SUITE 1100, DALLAS, TX, 75240
Mailing address13355 NOEL ROAD, SUITE 1100, DALLAS, TX, 75240
Phone214-775-0899
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2024-10-23 (Form SC 13G)
Latest SEC filing2026-08-26 (Form 13F-HR)
Filings on EDGAR9
First Form 13F-HR2025-04-11 (quarter ended 2024-12-31)
Latest Form 13F-HR2026-08-26 (quarter ended 2026-06-30)
Form 13F-HR filings7

Filings by Form

FormFilingsLatest
13F-HR72026-08-26
SC 13G12024-10-23
N-PX12026-08-25

Filings by Year

YearFilingsForm 13F-HR
202654
202533
202410

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