Principia Wealth Advisory, LLC

Texas
Registered In
12/17/2009
Incorp. Date

Company Summary

Principia Wealth Advisory, LLC at 13355 Noel Rd STE 1100, Dallas, Tx 75240 lists Aaron J Plautz of Dallas, TX as the associate.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Registration Type
Domestic
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People

Aaron J. Plautz Registered Agent
4119 CEDARVIEW RD, DALLAS, TX 75287
Aaron J Plautz President
5526 TAMARON CT, DALLAS, TX 75287
Aaron J Plautz Director
5526 TAMARON CT, DALLAS, TX 75287

Map & Locations

13355 NOEL RD STE 1100, DALLAS, TX 75240 View Map

Financials

Financial Information for Principia Wealth Advisory, LLC

Form 5500

PRINCIPIA WEALTH ADVISORY, LLC

13355 Noel Road Suite 1100, Dallas, Tx 75240 (214) 775-0899 EIN:27-1545452 Plan Admin:Aaron Plautz
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$629,187 / $897,735 2023 PWA RETIREMENT SAVINGS PLAN - Plan #001 3 / 3 $629,187 / $897,735
2022 Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$195,753 / $629,187 2022 PWA RETIREMENT SAVINGS PLAN - Plan #001 3 / 3 $195,753 / $629,187
2021 Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$89,294 / $195,753 2021 PWA RETIREMENT SAVINGS PLAN - Plan #001 3 / 3 $89,294 / $195,753
2020 Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$10,309 / $89,294 2020 PWA RETIREMENT SAVINGS PLAN - Plan #001 3 / 3 $10,309 / $89,294
2019 Plan NamePWA RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $10,309 2019 PWA RETIREMENT SAVINGS PLAN - Plan #001 2 / 3 $0 / $10,309
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PRINCIPIA WEALTH ADVISORY, LLC

STE 1100 13355 Noel Rd, Dallas, Tx 75240
Loan Date Approved Forgiven Lender Jobs
06/30/2020 Approved$45,753 Forgiven$45,876 LenderCross River Bank Jobs3 06/30/2020 $45,753 $45,876 Cross River Bank 3
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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