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PROVIDENT WEALTH MANAGEMENT
PROVIDENT WEALTH MANAGEMENT, INC.
CRD 299389
1225 HUFFMAN MILL RD, SUITE 203, BURLINGTON, NC, 27215, United States
Phone
336-584-8884
Fax
336-584-8887
Registration
— (—)
Source
State registered
Total AUM
$53.8M
Discretionary AUM
$15.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $12.2M |
| High net worth individuals | 2 | $2.1M |
| Charitable organizations | 1 | $658K |
| Corporations/business entities | 2 | $38.5M |
All web addresses on file
Official SEC filing: View on IAPD