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| Providence Wealth Management LLC
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|---|---|
| CRD # | 144902 |
| SEC # | 801-123273 |
| CIK # | 0002107815 |
| AUM | 151.8 M (2026-04-14) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 865-691-6699 |
| Address | 2030 Falling Waters Road Knoxville, TN 37922 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002107815 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Morgan Stanley | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 58.0 |
| (b) Individuals (high net worth individuals) | 48 | 93.5 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 677 | 151.8 |
| By Discretionary | ||
| Discretionary | 677 | 151.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 677 | 151.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 151.6 | |
| Total | 677 | 151.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002107815] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
van der Noord Financial Advisors Inc
✚
|
SC | 152.0 M |
|
Terra Wealth Management LLC
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NC | 152.0 M |
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Chromecore LLC
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CA | 152.0 M |
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Infinity Wealth Counsel LLC
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OH | 151.9 M |
|
The RENN Wealth Management Group Inc
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GA | 151.9 M |
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Apple Tree Asset Management LLC
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IN | 151.9 M |
|
Delta Wealth Advisors LLC
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|
151.8 M | |
|
Hershey Financial Advisers LLC
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|
PA | 151.7 M |
|
Financial Planning Fort Collins LLC
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|
CO | 151.7 M |
|
Integrated Wealth Strategies LLC
✚
|
TX | 151.7 M |