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Financial Advisor, Member · Principled Wealth Advisors, LLC

Luke T. Merry

CRD 6203568 · Named on Form ADV at one SEC-registered adviser

At a glance

Principled Wealth Advisors, LLC, an SEC-registered wealth manager based in Covington, KY with $252 million in regulatory assets, lists Luke T. Merry on its Form ADV as Financial Advisor, Member, a control person.

Firms and roles

AtlasMembers

Luke’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jereme S. RansickCOO, Financial Advisor, Member, CCO, Principled Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Luke’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.