Overview
Assets Under Management: $697 million
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 173
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.84
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,195
Discretionary Accounts: 1,195
Regulatory Filings
CRD Number: 130417
Last Filing Date: 2025-02-27 00:00:00
Website: https://providentwealthmanagement.com