Overview
Assets Under Management: $697 million
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 173
Average Client Assets: $4 million
Frequently Asked Questions
PROVIDENT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130417), PROVIDENT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PROVIDENT WEALTH MANAGEMENT, LLC is headquartered in BRENTWOOD, TN.
PROVIDENT WEALTH MANAGEMENT, LLC serves 173 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, PROVIDENT WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
PROVIDENT WEALTH MANAGEMENT, LLC manages $697 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, PROVIDENT WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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