Principal Advised Services, LLC
● SEC registered since 2018CRD 297324SEC# 801-114432Des Moines, IA
Reg. AUM
$1.42B
Employees
383
Accounts
23,164
Location
Des Moines, IA
Principal Advised Services, LLC assets under management
Principal Advised Services, LLC is an SEC-registered investment adviser based in Des Moines, IA. The firm has been registered since 2018. It reports $1.4 billion in regulatory assets under management and employs 383 people.
Principal Advised Services, LLC owners & executives
24 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy M Montford Control | Chief Operating Officer | Under 5% | 2026 |
| Barbara Wenig Control | Director | Under 5% | 2021 |
| Bradley Wayne Norton Control | Chief Operations Officer | Under 5% | 2025 |
See all 24 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Principal Advised Services, LLC manage?
Principal Advised Services, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Principal Advised Services, LLC have?
Principal Advised Services, LLC reports 383 employees.
Where is Principal Advised Services, LLC located?
Principal Advised Services, LLC is based in Des Moines, IA and has been SEC-registered since 2018.
Does Principal Advised Services, LLC disclose fund performance?
Principal Advised Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 655 9th Street, Des Moines, IA 50309 |
| Phone | 866-412-0770 |
| Office hours | 8-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.42B▲ 60%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$1.42Bregulatory AUM
Discretionary $1.42B