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PROVIDENCE WEALTH ADVISORS, LLC
CRD 153646 · SEC 801-71352
20220 SOUTH LAGRANGE ROAD, FRANKFORT, IL, 60423, United States
Phone
815-306-2020
Fax
815-306-2021
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$684.4M
Discretionary AUM
$684.4M
Team
11 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 617 | $645.7M |
| Charitable organizations | 8 | $10.8M |
| Corporations/business entities | 28 | $28.0M |
States served
CA, IL, IN, MI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD