Provident Wealth Management, LLC

Overview

Provident Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC. The firm provides fee-based portfolio management for individuals and small businesses and also serves institutional clients. Part of its offering is selecting and allocating to outside managers, so it functions as a capital allocator in addition to direct portfolio management. Its primary fee model is a percentage of assets under management. The firm’s advisory scope includes selecting other advisers and managing discretionary portfolios. Industry connections noted in filings include relationships with a law firm and an insurance company. Provident Wealth is not identified as an active ESG investor in its disclosures.

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Public Holdings

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Location & Offices