PROVIDENCE WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2022

Total AUM

$152M

Discretionary

$152M

100% of AUM

Avg account

$224K

Accounts

677

Employees

Advisory reps

Firm details

Headquarters: KNOXVILLE, Tennessee
CRD number: 144902
Registered since: February 18, 2022
Website: www.providenceadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI61.61%
Individuals38.19%
Corporations / Businesses0.2%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Providence Wealth Management LLC is an independent, adviser-owned RIA organized as an LLC and registered with the SEC in 2022. The firm acts as a capital allocator for both individual and family clients as well as institutional relationships, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside managers. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not describe itself as an active ESG investor and is not classified as a multi-state adviser in the filing.