Provident Wealth Management

Overview

Provident Wealth Management is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator that can place client capital with third-party managers. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and client education through seminars and workshops. Compensation is flexible: fees are charged as a percentage of assets under management, and the firm also uses hourly and fixed-fee arrangements. Provident does not identify as an ESG-focused manager. It lists industry affiliations with an insurance company and a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices