|
⚲
|
| Keyboard |
| Providence Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 153646 |
| SEC # | 801-71352 |
| CIK # | 0001744955 |
| AUM | 684.4 M (2026-03-02) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 815-306-2020 |
| Address | 20220 South Lagrange Road Frankfort, IL 60423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001744955 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Amazon Com Inc | 3.8 | ||
| Alphabet Inc | 3.1 | ||
| Old National Bancorp /IN/ | 2.9 | ||
| Allstate Corp | 2.9 | ||
| AbbVie Inc | 2.7 | ||
| Chevron Corp | 2.7 | ||
| Johnson & Johnson | 2.5 | ||
| International Business Machines Corp | 2.5 | ||
| Valero Energy Corp/Tx | 2.3 | ||
| Constellation Energy Corp | 2.3 | ||
| Lowes Companies Inc | 2.1 | ||
| Gilead Sciences Inc | 2.1 | ||
| Home Depot Inc | 2.1 | ||
| Amgen Inc | 2.0 | ||
| Coca Cola Co | 2.0 | ||
| Exelon Corp | 2.0 | ||
| Bristol Myers Squibb Co | 1.9 | ||
| Cisco Systems Inc | 1.9 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Management Advisors LLC
✚
|
SC | 686.1 M |
|
Ma Private Wealth LLC
✚
|
CA | 686.0 M |
|
Thayer Partners LLC
✚
|
685.7 M | |
|
Sandy Cove Advisors LLC
✚
|
MA | 684.9 M |
|
Northern Financial Advisors Inc
✚
|
MI | 684.0 M |
|
Vantage Wealth
✚
|
CA | 683.8 M |
|
Marietta Investment Partners LLC
✚
|
WI | 683.7 M |
|
High Note Wealth LLC
✚
|
MN | 683.5 M |
|
Argent Retirement Plan Advisors LLC
✚
|
LA | 683.1 M |
|
Phocas Financial Corporation
✚
|
CA | 682.7 M |