Westport, CT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Principle Wealth
Multi-team
Firm-wide stats for Principle Wealth
Clients per advisor
56 TypicalAvg AUM per client
$2,568,497 Very HighHNW client ratio
52% Very HighAbout
Principle Wealth (PWP) is an SEC-registered advisor that serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and corporate clients. The firm offers comprehensive wealth management including financial planning, discretionary portfolio management, standalone planning engagements, trust/fiduciary support, and retirement‑plan advisory services.
PWP’s investment process is primarily long‑term and grounded in fundamental analysis, with customized portfolios composed of mutual funds, ETFs, individual equities, bonds, alternatives and, where appropriate, margin or crypto‑linked ETFs; the firm also employs independent managers for portions of client assets and conducts ongoing due diligence. Financial planning and account monitoring are integrated with portfolio construction to align allocations with clients’ goals, risk tolerances, tax considerations and, for retirement clients, ERISA fiduciary requirements.
Noteworthy features include the firm’s scale—managing roughly $3.2 billion with a multi‑advisor team—and its scope of services that extend into ERISA 3(38)/3(21) retirement plan roles and trustee support functions. The brochure also discloses that PWP is deemed to have custody of certain client accounts (subject to independent surprise examination), maintains an institutional relationship with a major custodian, and in limited cases retains non‑institutional mutual fund share classes due to custodial or tax constraints.
Based on Principle Wealth
Location
20 Bay Street
Westport CT 06880
Advisors at this office
2
Advisors at this office
Julina O
Series 65, Series 66
Westport, CT
Principle Wealth
Julina Ogilvie is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Principle Wealth since 2020, following nine years at JPMorgan Asset Management. Ogilvie serves as second vice president and board member of the Westport Woman's Club, a philanthropic organization focused on charitable, educational, cultural, and public health services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment process combined with ongoing portfolio management and standalone planning engagements.
John H
CFP®, Series 63, Series 66
Westport, CT
Principle Wealth
John Hannigan is a CFP® with 30 years of industry experience, currently serving as an advisor at Principle Wealth Partners, LLC since 2017. His prior experience includes roles at Essex Financial and Strategic Advisers, as well as Fidelity Brokerage Services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios of mutual funds, ETFs, individual equities, and other asset classes.
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