PROVIDENT WEALTH, LLC

CRD 288660

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$98.5M

Discretionary AUM

$98.5M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-26

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

Type	Clients	AUM
Individuals	78	$18.7M
High net worth individuals	30	$75.8M
Charitable organizations	1	$553K

All web addresses on file

Official SEC filing: View on IAPD