PROVIDENT WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
10
Advisory reps
2

Firm details

Headquarters
THE WOODLANDS, Texas
CRD number
157392
Fee structure
Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Provident Wealth Advisors, LLC operates as a capital allocator that builds client exposure primarily by selecting outside managers rather than running large in-house active strategies. The firm’s advisory activity centers on manager selection and outsourced allocations, pairing client mandates with third-party advisers and specialty fund managers. Its fee approach is listed as fixed fees (and other), and it does not identify as an active ESG investor. Given the firm’s classification and owner type as an individual-owned LLC, its model appears focused on curated access to niche managers and private-market opportunities rather than an extensive roster of proprietary products. The firm is not registered as a multi-state adviser and does not position itself as a pension consultant or related adviser; instead, the emphasis is on allocating capital across selected external managers and implementing diversified exposure through those relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DANIEL GOODWIN

    CEOCRD 5752768

Contacts

1 of 1
  • JEFFREY HACKETT

    Senior Wealth AdvisorCRD 6387401

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

THE WOODLANDS, TX

MONTGOMERY

Location

THE WOODLANDS, TX

Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
MONTGOMERY
Address
25511 Budde Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth