Key facts
- Notable investors include Emigrant Partners.
- Status: Privately Held (backing).
Leadership
- Kyle FarrellSenior Investment Specialist
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Principle Wealth Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for Principle Wealth Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Principle Wealth Partners
Operator of a wealth management firm intended for financial planning, asset management, and multi-generational wealth strategies. The company specializes in asset management, wealth transfer planning, tax planning and fiduciary support services, family governance, charitable planning and more, thereby helping customers to identify their financial planning, tax planning and estate planning goals.
- Sector
- Financial Services
- HQ
- Madison, CT, United States
- Founded
- 2017
- Employees
- 25
- Website
- principlewealthpartners.com/
- Ownership
- Privately Held (backing)
Principle Wealth Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Principle Wealth Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Principle Wealth Partners in its N-PORT filings yet. We sweep new filings monthly.