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| Happy Holidays!! thanks for using AUM13F!! |
| Providence Wealth Management LLC
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| CRD # | 144902 |
| SEC # | 801-123273 |
| CIK # | |
| AUM | $129.2 M (2025-03-13) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 865-691-6699 |
| Address | 2030 Falling Waters Road Knoxville, TN 37922 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 51.7 |
| (b) Individuals (high net worth individuals) | 42 | 77.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 635 | 129.2 |
| By Discretionary | ||
| Discretionary | 635 | 129.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 635 | 129.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.2 | |
| Total | 635 | 129.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Liberty One Wealth Advisors
✚
|
PA | 0.1 |
|
Ironoak Wealth LLC
✚
|
TX | 0.1 |
|
Smith WYND Capital LLC
✚
|
TN | 0.1 |
|
TAM Capital Management Inc
✚
|
0.1 | |
|
Northlanding Financial Partners LLC
✚
|
NY | 0.1 |
|
Bestgate Wealth Advisors LLC
✚
|
MD | 0.1 |
|
Laguna Wealth Advisors LLC
✚
|
0.1 | |
|
PSC Financial LLC
✚
|
MN | 0.1 |
|
HOFF Brothers LLC
✚
|
WI | 0.1 |
|
Heritage Capital LLC
✚
|
CT | 0.1 |