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| Provident Wealth Management LLC
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| |
|---|---|
| CRD # | 130417 |
| SEC # | 801-62799 |
| CIK # | 0001799797 |
| AUM | $588.6 MM (2024-02-29) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 615-656-4050 |
| Address | 101 Winners Circle Brentwood, TN 37027-5038 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PG | 338,108.9 | 4.0 | |
| AAPL | 2,382,844.0 | 2.2 | |
| AJG | 34,278.9 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 59.9 |
| (b) Individuals (high net worth individuals) | 151 | 515.6 |
| (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 | 4 | 13.2 |
| (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 | 1,167 | 588.6 |
| By Discretionary | ||
| Discretionary | 1,167 | 588.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,167 | 588.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 588.6 | |
| Total | 1,167 | 588.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001799797] |
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|---|---|---|
|
Kraft Davis & Associates LLC
✚
|
MO | 0.6 |
|
Palo Alto Wealth Advisors LLC
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|
CA | 0.6 |
|
R S Crum Inc
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CA | 0.6 |
|
Drucker Wealth 30 LLC
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NJ | 0.6 |
|
Wisdom Financial Services LLC
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IL | 0.6 |
|
BCM Advisors LLC
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|
LA | 0.6 |
|
Disciplined Investors LLC
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TX | 0.6 |
|
Perspective Wealth Partners LLC
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|
ID | 0.6 |
|
Integris Wealth Management LLC
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|
CA | 0.6 |
|
Sa Mason LLC
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|
MI | 0.6 |