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| Providence Wealth Advisors LLC
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| |
|---|---|
| CRD # | 153646 |
| SEC # | 801-71352 |
| CIK # | 0001744955 |
| AUM | $571.6 MM (2024-08-28) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 815-306-2020 |
| Address | 20220 South Lagrange Road Frankfort, IL 60423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 11.7 | |
| MSFT | 1,918,222.4 | 9.8 | |
| AAPL | 2,382,844.0 | 9.7 | |
| HON | 119,775.0 | 4.7 | |
| JPM | 340,169.2 | 4.4 | |
| WM | 61,816.0 | 3.9 | |
| CAT | 99,975.7 | 3.8 | |
| AVGO | 201,282.9 | 3.5 | |
| AMZN | 1,092,997.8 | 3.1 | |
| WMT | 335,434.5 | 2.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,222 | 506.5 |
| (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 | 4 | 1.9 |
| (h) Charitable organizations | 11 | 9.0 |
| (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 | 16 | 54.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,253 | 571.6 |
| By Discretionary | ||
| Discretionary | 1,253 | 571.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,253 | 571.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 571.6 | |
| Total | 1,253 | 571.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001744955] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Walsh & Associates LLC
✚
|
FL | 0.6 |
|
Waypoint Wealth Counsel LLC
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|
GA | 0.6 |
|
IAM Advisory LLC
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PA | 0.6 |
|
Vantage Financial Partners Limited
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IL | 0.6 |
|
Market Street Wealth Management Advisors LLC
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|
IN | 0.6 |
|
Meadow Creek Wealth Advisors LLC
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|
GA | 0.6 |
|
Tillman Hartley LLC
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|
CO | 0.6 |
|
Principal Advised Services LLC
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|
IA | 0.6 |
|
Storge Partners Economic Studies LLC
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|
FL | 0.6 |
|
Spirit of America Management Corp
✚
|
NY | 0.6 |