Principle Wealth Partners LLC
● SEC registered since 2017CRD 290180SEC# 801-111911Madison, CT
Reg. AUM
$3.2B
Employees
28
Accounts
4,120
Location
Madison, CT
Principle Wealth Partners LLC assets under management
Principle Wealth Partners LLC is an SEC-registered investment adviser based in Madison, CT. The firm has been registered since 2017. It reports $3.2 billion in regulatory assets under management and employs 28 people.
Principle Wealth Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Joseph Castiello Control | Chief Compliance Officer | Under 5% | 2017 |
| Principle Wealth Holdings LLC Control | Owner | Over 75% | 2024 |
| Robert Santino Paolucci Control | Chief Executive Officer, Managing Member | Under 5% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Principle Wealth Partners LLC manage?
Principle Wealth Partners LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Principle Wealth Partners LLC have?
Principle Wealth Partners LLC reports 28 employees.
Where is Principle Wealth Partners LLC located?
Principle Wealth Partners LLC is based in Madison, CT and has been SEC-registered since 2017.
Does Principle Wealth Partners LLC disclose fund performance?
Principle Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 48 Wall Street, Madison, CT 06443 |
| Phone | 203-318-8892 |
| Fax | 203-318-8898 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1743413 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.2B▲ 44%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$3.2Bregulatory AUM
Discretionary $3.2B