PROVIDENT WEALTH MANAGEMENT INC

RIASEC Registered

Total AUM

$25.7M

Discretionary

$15.9M

62% of AUM

Avg account

$218K

Accounts

118

Employees

Advisory reps

Firm details

Headquarters: ERIE, Pennsylvania
CRD number: 107021
Custodians: CHARLES SCHWAB & CO., INC., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals54.5%
Pension & Profit Sharing Plans38.22%
HNWI7.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Provident Wealth Management Inc. operates as an independent registered investment advisor, focusing on a diverse client base that includes individuals, families, and institutional clients. The firm is structured as a corporation and is owned by an individual. It engages in various advisory activities, including financial planning services, portfolio management for both individuals and small businesses, and pension consulting services. Additionally, Provident Wealth Management Inc. offers educational seminars and workshops, reflecting its commitment to client education and engagement. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.