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PROVIDENT TRUST COMPANY
CRD 110118 · SEC 801-58213
N16 W23217 STONE RIDGE DRIVE, SUITE 310, WAUKESHA, WI, 53188-1199, United States
Phone
262-521-2300
Fax
262-521-2301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.86B
Discretionary AUM
$6.86B
Team
12 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $877K |
| High net worth individuals | 814 | $5.81B |
| Investment companies | 1 | $209.1M |
| Charitable organizations | 41 | $839.9M |
States served
AZ, CA, CO, GA, IL, NY, NC, PA, WI, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD