Providence Wealth Advisors, LLC
Firm details
- Headquarters
- Frankfort, Illinois
- CRD number
- 153646
- Registered since
- April 19, 2010
- Website
- www.providencewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals94.34%
- Corporations / Businesses4.08%
- Charitable Organizations1.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Providence Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2010. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. In addition to its advisory practice, the firm operates an insurance brokerage business and uses a blended fee model that includes percentage-of-AUM fees alongside commission-based products. Providence identifies as a non-ESG investor and does not act as a capital allocator; it implements third-party managers and product solutions rather than operating pooled investment vehicles of its own.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- US Government Bonds33%
- Exchange Traded Equities26%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$598K in ETFs
0%
$0
0%
$598K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BLUEROCK PRIVATE REAL ESTATE FUND (BPRE) | $324K | 25,544 | 54.22% |
Location
Frankfort, IL
Will
Location
Frankfort, IL
Headquartered in Frankfort, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Will
- Address
- 20220 S Lagrange Rd
- Time zone
- CT (UTC-6)
- Office locations
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