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| Providence Wealth Advisors LLC
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|---|---|
| CRD # | 153646 |
| SEC # | 801-71352 |
| CIK # | 0001744955 |
| AUM | 684.4 M (2026-03-02) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 815-306-2020 |
| Address | 20220 South Lagrange Road Frankfort, IL 60423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 12.0 | ||
| Apple Inc | 11.3 | ||
| Caterpillar Inc | 8.2 | ||
| Microsoft Corp | 7.8 | ||
| Broadcom Inc | 6.8 | ||
| J P Morgan Chase & Co | 6.2 | ||
| FPL Group Inc | 5.8 | ||
| Wal Mart Stores Inc | 5.3 | ||
| Honeywell International Inc | 4.8 | ||
| Waste Management Inc | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 617 | 645.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 10.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 28.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,384 | 684.4 |
| By Discretionary | ||
| Discretionary | 1,384 | 684.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,384 | 684.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 684.3 | |
| Total | 1,384 | 684.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001744955] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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