Provident Wealth Management, LLC
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 130417
- Registered since
- February 12, 2004
- Website
- myprovidentwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.68%
- Individuals7.01%
- Charitable Organizations2.31%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Provident Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2004. The firm operates as a limited liability company and serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses as well as selecting third-party managers when appropriate. Provident identifies as a capital allocator and indicates ties to a law firm and an insurance company in its industry affiliations. The firm does not describe itself as an active ESG investor.
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 Funds90%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
Contacts
3 of 6Laurence Gillston
Investment Advisor RepresentativeCRD 6949244
Andrew Knell
AdvisorCRD 6840600
Keith Mckissock
OwnerCRD 5039387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$290M in ETFs
70%
$203M
23%
$86.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE US EQUITY RESEARCH ETF (TSPA) | T. Rowe Price | Active | Large Blend | $48.6M | 1,006,312 | 16.75% |
Location
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 101 Winners Cir N
- Time zone
- CT (UTC-6)
- Office locations
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