Michael David Miller
Investment adviser representative at Principia Wealth Advisory, LLC
12 yearsExperience
1 stateRegistered in
$225MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Principia Wealth Advisory, LLCJan 2020 to now
- True North Advisors, LLCDec 2014 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Principia Wealth Advisory, LLC
$225MAssets managed
156Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4532677
- Firm CRD
- 152678