PROVIDENT WEALTH, LLC

Overview

Provident Wealth, LLC operates as an independent registered investment adviser focused on serving individual, family and select institutional clients through discretionary portfolio management and financial planning. The firm runs a compact advisory practice that leans heavily on public pooled vehicles—primarily mutual funds—while also employing alternative strategies such as hedge funds, private placements and real estate to broaden diversification and pursue non-correlated returns. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing wealth-management relationships and project-based work like pension consulting. Provident Wealth positions itself as a hands-on manager for smaller client bases: the business model supports individualized planning and portfolio oversight rather than large-scale capital allocation or multi-state distribution. The firm does not act as an external capital allocator to third-party managers in the sense of running a multi-manager platform; instead it integrates third-party alternative managers and mutual fund sleeves into client portfolios as appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices