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SAFETY OF PRINCIPLE WEALTH MANAGEMENT, LLC
SAFETY OF PRINCIPLE WEALTH MANAGEMENT COMPANY, LLC
CRD 143918
12082 NW 30TH ST, CORAL SPRINGS, FL, 33065, United States
Phone
(954) 326-6979
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Official SEC filing: View on IAPD