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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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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
✚
|
PA | 0.6 |
Vantage Financial Partners Limited
✚
|
IL | 0.6 |
Market Street Wealth Management Advisors LLC
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|
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 |