PROVIDENT WEALTH ADVISORS, LLC
Firm details
- Headquarters
- THE WOODLANDS, Texas
- CRD number
- 157392
- Website
- www.providentwealthllc.com
- Fee structure
- Fixed Fees, Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DANIEL GOODWIN
CEOCRD 5752768
Contacts
1 of 1JEFFREY HACKETT
Senior Wealth AdvisorCRD 6387401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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