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 formed in 2010 and organized as an LLC. The firm serves both individual/family and institutional clients and combines fee-based portfolio management with commissionable products; it also operates as an insurance broker. Its advisory services cover financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Providence does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Providence is not a capital allocator, which indicates it places client capital with external managers rather than operating proprietary alternative-investment vehicles. The firm maintains an industry affiliation with a banking or thrift institution.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 5
Nicole Smit
Trust OfficerCRD 6234748
Jay Faler
Investment Advisor RepresentativeCRD 6885938
Brian Granato
Senior Vice PresidentCRD 2232854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$563K in ETFs
0%
$0
0%
$563K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BLUEROCK PRIVATE REAL ESTATE FUND (BPRE) | $327K | 25,197 | 57.98% |
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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