Principle Wealth Partners LLC
Principle Wealth Partners LLC is a registered investment adviser headquartered in Madison, Connecticut. Founded in 2017, the firm offers investment advisory services primarily to individuals, high net worth individuals, trusts, estates, and retirement plans. Owned and operated by Robert S. Paolucci (Founder and CEO), it reports approximately 25 employees, most of whom are investment professionals. The firm serves U.S. clients and is led by a team with decades of wealth management experience.
Investment Strategy
Principle Wealth Partners LLC provides comprehensive, discretionary investment advisory and wealth management services tailored to the unique needs of individuals, families, and trusts. The firm's investment philosophy is rooted in creating globally diversified portfolios based on clients’ financial goals, risk tolerance, and investment timelines. Investment strategies include the use of public equities, fixed income, ETFs, and other liquid securities, with an emphasis on long-term asset allocation, disciplined rebalancing, and tax-aware investment planning.
Top Holdings
Equity Positions (356)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLG | INVESCO EXCHANGE TRADED FD T | 8.73% | $139.7M | 2,682,223 | $47.05 | $52.10 | +$73.0M |
J JPM | JPMORGAN CHASE & CO. | 6.44% | $103.1M | 355,616 | $125.98 | $289.91 | +$16.8M |
B BKDV | BNY MELLON ETF TRUST II | 6.00% | $96.0M | 3,607,616 | $26.28 | $26.61 | +$73.0M |
A AAPL | APPLE INC | 4.83% | $77.3M | 376,641 | $82.63 | $205.17 | -$4.5M |
V VUG | VANGUARD INDEX FDS | 3.49% | $56.0M | 127,637 | $223.51 | $438.40 | +$9.8M |