Providence Wealth Advisors LLC

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CAFR Data
Providence Wealth Advisors LLC
CRD #153646
SEC #801-71352
CIK #
AUM $450.0 MM (82% Disc, 100% US, 2020-03-17)
Employees9 (56% Investors, 56% Brokers)
Phone815-306-2020
Address20220 South Lagrange Road
Frankfort, IL 60423
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002008201220162021
Sector Issuer Cap ($MM) Value ($MM)
JPM 291,970.0 5.8
FMBI 1,480.0 4.2
VYM 4.1
SDY 3.9
BMO 32,450.0 3.0
MSFT 1,376,930.0 2.8
CAT 63,550.0 2.5
HON 101,730.0 2.4
PFE 208,250.0 2.3
SCHM 2.2
View All
Holdings by Sector ($)
0.10.10.10.00.00.02018201820192020
Comparable Firms State AUM ($BB)
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NC 0.5
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TX 0.5
Warner Financial Inc
MD 0.5
Ten Capital Wealth Advisors LLC
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Efficient Wealth Management LLC
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Karafin Arthur Sheldon
PA 0.5
Penn Davis McFarland Inc
TX 0.4
Swisspartners Advisors AG
0.4
Ritter Daniher Financial Advisory LLC
OH 0.4
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