PROVIDENT WEALTH MANAGEMENT, LLC

Overview

Provident Wealth Management, LLC is an SEC-registered registered investment adviser (firm formed as an LLC, active since 2004) that focuses on fee-based portfolio management for individuals, families and small businesses while also acting as a capital allocator and selector of outside managers. The firm’s advisory mandate centers on constructing model portfolios made up largely of pooled public funds and ETFs, supplemented where appropriate by externally managed alternative strategies. Provident’s client mix includes high-net-worth individuals and institutional accounts; its fee schedule is based on a percentage of assets under management. The firm does not identify as an active ESG investor and typically uses third-party managers for specialty or alternative exposures rather than deploying significant proprietary private-capital vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices