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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Provident Wealth Management LLC
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|---|---|
| CRD # | 130417 |
| SEC # | 801-62799 |
| CIK # | 0001799797 |
| AUM | $696.6 M (2025-07-01) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 615-656-4050 |
| Address | 101 Winners Circle Brentwood, TN 37027-5038 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 3.7 | ||
| Gallagher Arthur J & Co | 2.5 | ||
| Apple Inc | 2.0 | ||
| Microsoft Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 50.2 |
| (b) Individuals (high net worth individuals) | 173 | 632.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 13.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,195 | 696.6 |
| By Discretionary | ||
| Discretionary | 1,195 | 696.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,195 | 696.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 696.4 | |
| Total | 1,195 | 696.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001799797] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Perspective Wealth Partners LLC
✚
|
ID | 0.7 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.7 |
|
SLWA LLC
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CA | 0.7 |
|
A N Culbertson & Company Inc
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|
VA | 0.7 |
|
Jeppson Wealth Management LLC
✚
|
CA | 0.7 |
|
Valicenti Advisory Services Inc
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|
NY | 0.7 |
|
Main Street Retirement Planning LLC
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|
TX | 0.7 |
|
White Lighthouse Investment Management Inc
✚
|
0.7 | |
|
Kraft Davis & Associates LLC
✚
|
MO | 0.7 |
|
Tranquility Partners LLC
✚
|
TN | 0.7 |