Providence Wealth Advisors, LLC

Overview

Providence Wealth Advisors, LLC is an independent, owner-operated Registered Investment Adviser that focuses on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with accounting-related services, and it serves as a capital allocator — sourcing third‑party managers where appropriate. Fee arrangements include a percentage of AUM and hourly charges, and the firm also provides selection-of-other-advisers services when clients require specialized or alternative manager access. Investment activity skews toward pooled public vehicles rather than direct-stock concentration. The firm does not identify as an active ESG investor and operates from a single-state footprint. Its advisory mandate is discretionary across the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices