What departments does Principle Wealth have?

Principle Wealth has employees across 5 departments including Operations, Information Technology, Finance, Customer Success, Marketing.

What is the largest department at Principle Wealth?

The largest department at Principle Wealth is Operations with 3 employees.

Where are Principle Wealth employees located globally?

Principle Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Principle Wealth's team size changed over time?

Principle Wealth's team has decreased from approximately 24 to 22 employees based on available data.

Principle Wealth Employee Directory

Q: Who are Principle Wealth's key employees and leadership?

Principle Wealth's key employees include: Founder / Ceo: R. S. P., Chief Operating Officer: A. A. A., Chief Compliance Officer: M. C., Chief Operating Officer: A. A., Chief Compliance Officer: M. C..

Financial ServicesConnecticut, United States11-50 Employees

Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut. We provide wealth management and comprehensive financial planning services to individuals, families, and institutions.

Our independence empowers us to provide custom-tailored financial solutions that are in the best interests of our clients.

With over 100 years of experience and a philosophy rooted in behavioral finance, we provide our clients with a holistic, unbiased approach to wealth management.

Find Principle Wealth employees' phone numbers or email addresses

Principle Wealth Global Highlights

North America
42

United States Of America
42

Principle Wealth's Leadership

A. A. A.
Chief Operating Officer
Mobile Phone
Email
M. C.
Chief Compliance Officer
Mobile Phone
Email
A. A.
Chief Operating Officer
Mobile Phone
Email
M. C.
Chief Compliance Officer
Mobile Phone
Email
R. S. P.
Founder / Ceo
Mobile Phone
Email
J. L. O.
Partner, Wealth Advisor
Mobile Phone
Email
S. E.
Associate Director | Client Services
Mobile Phone
Email
C. G.
Director Fiduciary Services
Mobile Phone
Email

Principle Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Legal
Accounting
Other

Contact profiles from Principle Wealth

Name

Title

Contact Info

Location

Last Update

C. D.
Senior Wealth Advisor
Mobile Phone
Email
United StatesConnecticut
Feb 18, 2026
R. M.
Senior Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
C. M.
Wealth Advisor, Trust & Estate Services
Mobile Phone
Email
United StatesConnecticut
Feb 18, 2026
J. O.
Wealth Advisor
Mobile Phone
Email
United StatesConnecticut
Mar 24, 2026
G. S. Z.
Wealth Advisor
Mobile Phone
Email
United StatesConnecticut
Feb 18, 2026
D. G.
Executive Assistant
Mobile Phone
Email
United StatesConnecticut
Feb 18, 2026
A. S.
Administrative Assistant
Mobile Phone
Email
United StatesConnecticut
Apr 30, 2025
K. H.
Client Service Associate
Mobile Phone
Email
United StatesConnecticut
Apr 02, 2024
K. H.
Marketing Event Coordinator
Mobile Phone
Email
United StatesConnecticut
Feb 18, 2026
M. O. M.
Senior Wealth Advisor At Principle Wealth Partners
Mobile Phone
Email
United StatesConnecticut
Apr 03, 2026

Frequently Asked Questions

What is Principle Wealth known for?

Principle Wealth was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 670 Boston Post Road Madison, Connecticut 06443 United States; you can contact the main corporate office by phone at

+1-203-318-****

. Explore Principle Wealth's company overview page for more information.

What is Principle Wealth's most common email format?

Principle Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Principle Wealth email formats with LeadIQ.

How many employees does Principle Wealth have currently?

Principle Wealth has approximately 26 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Principle Wealth's key employees and leadership?

As of April 2026, Principle Wealth's key employees include:

Chief Operating Officer: A. A. A.
Chief Compliance Officer: M. C.
Chief Operating Officer: A. A.
Chief Compliance Officer: M. C.
Founder / Ceo: R. S. P.

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