Providence Wealth Advisors LLC

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Assets, Funds, Holdings

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Providence Wealth Advisors LLC
CRD #153646
SEC #801-71352
CIK #0001744955
AUM $571.6 MM (2024-08-28)
Employees 11 (55% Investors, 0% Brokers)
Phone815-306-2020
Address20220 South Lagrange Road
Frankfort, IL 60423
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
60048036024012002010201520202025
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 ($MM)
16012896643202017201920222025
AUM Breakdown Accounts AUM ($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
GA 0.6
IAM Advisory LLC
PA 0.6
Vantage Financial Partners Limited
IL 0.6
Market Street Wealth Management Advisors LLC
IN 0.6
Meadow Creek Wealth Advisors LLC
GA 0.6
Tillman Hartley LLC
CO 0.6
Principal Advised Services LLC
IA 0.6
Storge Partners Economic Studies LLC
FL 0.6
Spirit of America Management Corp
NY 0.6
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