PROVIDENT WEALTH MANAGEMENT

Overview

Provident Wealth Management is an independent RIA that focuses on customized equity-centered strategies for both individual/family and institutional clients. The firm operates primarily as a capital allocator, blending discretionary portfolio management with a larger share of non-discretionary relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing wealth management and project-based planning work. Investment stance tilts toward equities, with a notable emphasis on non-exchange traded equity positions. That preference suggests a willingness to structure privately negotiated or off-exchange equity exposures alongside more traditional pooled vehicles. The firm also integrates mutual funds into client portfolios and selectively allocates to alternatives such as real estate and digital currency to complement core equity holdings and provide diversification or yield enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices