Principled Wealth Advisors, LLC

Overview

Principled Wealth Advisors, LLC is an SEC registered investment adviser based in Covington, KY, registered since 2006. It reports $252M in assets under management across 783 accounts, with 5 employees. It has 2 investment adviser representatives.

Reported AUM

$252M

Discretionary

98%

Accounts

783

Average account

$322K

Employees

5

Advisory reps

2

Registered since

2006

Jurisdictions

5

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Jereme Sebastian Ransick Chief Operating Officer, Financial Advisor, Member CRD 4746247
• Luke Thomas Merry Financial Advisor, Member CRD 6203568

Advisory reps 2 of 2

• Luke Thomas Merry Investment Adviser Rep CRD 6203568
• Jereme Sebastian Ransick Investment Adviser Rep CRD 4746247

Location

Headquarters

100 E Rivercenter Blvd Ste 810
Covington, KY 41011

County

Kenton

Metro area

Cincinnati, OH-KY-IN

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: principledwealth.net

Every state, with registration dates

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