# Principled Wealth Advisors, LLC: new SEC registration, $252M AUM, Covington, KY

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Principled Wealth Advisors, LLC |
| Legal name | Principled Wealth Advisors, LLC |
| CRD | 138143 |
| Status | Approved |
| Registered with the SEC | 2026-05-26 |
| Latest Form ADV filing | 2026-06-22 |
| Location | Covington, KY, United States |
| Regulatory AUM | $252,109,486 |
| Accounts | 783 |
| Employees | 5 |
| Website | https://www.principledwealth.net |

## Why this score
- $252M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/138143). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.