Andrew Winningham has been Partner and Lead Advisor of Principia Wealth Advisory since January 2023, is not listed as a control person, but directly owns between 5% and 10% of the firm. Andrew Winningham holds a Degree in Business Administration from the University of Southern California.
Principia Wealth Advisory, LLC is a Dallas, TX firm with $225M under management, 156 clients and 4 advisers across 5 offices, as of its March 2026 filing.
Andy Winningham is Partner & Lead Advisor of Principia Wealth Advisory. He began at PWA in 2015 after joining Teach for America out of college and working as a middle school English teacher for three years at Uplift Heights Preparatory.
- – present · 11 yearsDallas, TX · Adviser representative · Firm CRD 152678
Professional designations
Listed by Principia Wealth Advisory
- CFP®
- RICP®
Investment adviser representative registrations
Andrew Winningham is registered as an investment adviser representative in Texas, since September 2015.
- TexasSince 29 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 September 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew W Winningham
- CRD
- 5802231
- Firm
- Principia Wealth Advisory · CRD 152678
- Role
- Partner and Lead Advisor
- Office
- 13355 NOEL RD. STE 1100, Dallas, TX 75240
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pwadvisory.com
Where does Andrew Winningham work?
Andrew Winningham has been Partner and Lead Advisor of Principia Wealth Advisory, LLC since January 2023.
Is Andrew Winningham a financial advisor?
Yes. Andrew Winningham has a current investment-adviser registration in Texas, through Principia Wealth Advisory since September 2015.
How many years of experience does Andrew Winningham have?
Andrew Winningham has 11 years in the financial industry, since September 2015, across 1 adviser firm.
What exams has Andrew Winningham passed?
Andrew Winningham passed the Series 65 in September 2015.
Where is Andrew Winningham based?
Andrew Winningham’s registered office is in Dallas, TX.
Is Andrew Winningham registered with FINRA?
No. Andrew Winningham has no current broker registration.
Is Andrew Winningham a CFP?
Principia Wealth Advisory lists Andrew Winningham with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Andrew Winningham’s record?
Search CRD 5802231 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Winningham’s full registration record.