← Back to searchVisit website
PROVIDENT WEALTH MANAGEMENT INC
CRD 107021 · SEC 801-30754
3527 WEST 26TH STREET, ERIE, PA, 16506, United States
Phone
814-455-7523
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.7M
Discretionary AUM
$15.9M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETAINER
Org form
Corporation
Filing date
2024-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $14.0M |
| High net worth individuals | 2 | $1.9M |
| Pension/profit sharing plans | 1 | $9.8M |
All web addresses on file
Official SEC filing: View on IAPD