|
⚲
|
| Keyboard |
| Provident Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 291830 |
| SEC # | 801-123142 |
| CIK # | |
| AUM | 174.2 M (2026-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-752-6234 |
| Address | 15790 Dooley Road Addison, TX 75001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 7.1 |
| (b) Individuals (high net worth individuals) | 57 | 162.6 |
| (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 | 1 | 0.1 |
| (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 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 343 | 174.2 |
| By Discretionary | ||
| Discretionary | 343 | 174.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 343 | 174.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.2 | |
| Total | 343 | 174.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Yoffe Investment Management LLC
✚
|
PA | 174.9 M |
|
Wall Street Investment Management LLC
✚
|
174.7 M | |
|
Stewardship Concepts Financial Services LLC
✚
|
WA | 174.6 M |
|
FMA Wealth Management LLC
✚
|
MA | 174.0 M |
|
Athena Wealth Management LLC
✚
|
NV | 174.0 M |
|
Levatus LLC
✚
|
MA | 173.9 M |
|
Anchor Point Financial LLC
✚
|
CA | 173.6 M |
|
Benchmark Capital Group Ltd
✚
|
IL | 173.6 M |
|
Douglass Investment Group LLC
✚
|
KS | 173.6 M |
|
Pinafore Wealth Counsel Inc
✚
|
NC | 173.6 M |