LP Profile

Principle Wealth

Also known as principle wealth

Wealth ManagerMadison, United StatesFounded 2017
$2.5B
Assets Under Management
Madison
Headquarters
Investment Focus

About Principle Wealth

Principle Wealth is a wealth manager based in Madison, US. Founded in 2017. Reported AUM: 2500 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Principle Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.2B
Total Clients
4,120
Filing Date
March 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Principle Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Principle Wealth?

Principle Wealth is a wealth manager based in Madison, United States, managing approximately $2.5B in assets.

Where is Principle Wealth headquartered?

Principle Wealth is headquartered in Madison, United States.

How much does Principle Wealth manage?

Principle Wealth manages approximately $2.5B in assets under management.

When was Principle Wealth founded?

Principle Wealth was founded in 2017.

How can I contact Principle Wealth?

Verified contact details, key decision-makers, and investment preferences for Principle Wealth are available on LPbacked. Create a free account to access them.