Principled Wealth Advisors, LLC
● SEC registered since 2026CRD 138143SEC# 801-136333Covington, KY
Reg. AUM
$252.1M
Employees
5
Accounts
783
Location
Covington, KY
Principled Wealth Advisors, LLC assets under management
Principled Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Covington, KY. The firm has been registered since 2026. It reports $252.1 million in regulatory assets under management and employs 5 people.
Principled Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jereme Sebastian Ransick Control | Coo, Financial Advisor, Member, Cco | Over 75% | 2016 |
| Luke Thomas Merry Control | Financial Advisor, Member | Under 5% | 2026 |
Frequently asked questions
How much does Principled Wealth Advisors, LLC manage?
Principled Wealth Advisors, LLC reports $252.1 million in regulatory assets under management on its Form ADV.
How many employees does Principled Wealth Advisors, LLC have?
Principled Wealth Advisors, LLC reports 5 employees.
Where is Principled Wealth Advisors, LLC located?
Principled Wealth Advisors, LLC is based in Covington, KY and has been SEC-registered since 2026.
Does Principled Wealth Advisors, LLC disclose fund performance?
Principled Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 East Rivercenter Blvd, Suite 810, Covington, KY 41011-1513 |
| Phone | 859-957-2737 |
| Fax | 859-957-2738 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$252.1MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$252.1Mregulatory AUM
Discretionary $247.4MNon-discretionary $4.7M