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PROVIDENT WEALTH MANAGEMENT, LLC
CRD 130417 · SEC 801-62799
101 WINNERS CIRCLE, SUITE 101, BRENTWOOD, TN, 37027-5038, United States
Phone
615-656-4050
Fax
615-377-9222
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$758.5M
Discretionary AUM
$758.5M
Team
9 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $53.2M |
| High net worth individuals | 175 | $687.8M |
| Charitable organizations | 5 | $17.5M |
States served
CA, CO, GA, LA, PA, TN, VA, WV, TX, FL
Official SEC filing: View on IAPD