PRINCIPLE WEALTH PARTNERS LLC
C16
CRD 290180·SEC 801-111911·MADISON, CT
AUM
$3.20B
$1B+
Est. Revenue
$32.0M
@ 1% on AUM
Est. EBITDA
$9.6M
@ 30% margin
Est. Deal Value
$76.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $749.1M
'21 · $783.3M
'22 · $1.77B
'23 · $2.19B
'25 · $2.66B
'26 · $3.20B
'20'26
$749.1M → $3.20B▲ +328%
Client mix
| Individuals High Net Worth | 613 |
| Individuals Other | 560 |
| Pension Profit Sharing Plans | 20 |
| Corporations | 17 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 7 advisors
'22 · 14 advisors
'23 · 13 advisors
'25 · 19 advisors
'26 · 22 advisors
'20'26
6 advisors → 22 advisors▲ +267%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
48 WALL STREETMADISON, CT 06443
Business
48 WALL STREETMADISON, CT 06443
Edgar Recent Filings
13F-HR2026-05-07 · 0001951757-26-000791
13F-HR2026-02-06 · 0001951757-26-000397