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PROVIDENCE WEALTH MANAGEMENT LLC
CRD 144902 · SEC 801-123273
2030 FALLING WATERS ROAD, SUITE 175, KNOXVILLE, TN, 37922, United States
Phone
865-691-6699
Fax
865-691-6697
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.8M
Discretionary AUM
$151.8M
Team
8 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; CO-ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $58.0M |
| High net worth individuals | 48 | $93.5M |
| Corporations/business entities | 1 | $301K |
States served
GA, LA, TN, TX, FL
All web addresses on file
- HTTPS://PLUS.GOOGLE.COM/U/0/B/114183205613051860177/+PROVIDENCEADVISORSGROUPLLCKNOXVILLE
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PROVIDENCE-ADVISORS-GROUP-LLC
- HTTPS://TWITTER.COM/PROVIDENCEKNOX
- HTTPS://WWW.FACEBOOK.COM/PROVIDENCEADVISORSGROUP/
- HTTP://WWW.PROVIDENCEADVISORS.COM
- HTTPS://WWW.INSTAGRAM.COM/PROVIDENCEADVISORS/
Official SEC filing: View on IAPD