Providence Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,530,798
Clients
205
Advisors
3
of 8 employees
About
Providence Wealth Management LLC advises individuals (including high‑net‑worth and non‑HNW clients) and business entities, managing about $151.8 million for roughly 205 clients with a three‑advisor team. Its services include discretionary portfolio management delivered through model strategies and third‑party managers, co‑advisor relationships, and both one‑time and ongoing financial planning and consulting.
The firm typically implements investment models provided by a third‑party portfolio manager (Gradient Investments LLC) while retaining discretion to select and maintain models consistent with client risk tolerances; co‑advisor fee arrangements and an incentive program with the third‑party manager are disclosed in the firm brochure. Financial planning work emphasizes tax‑return review, insurance policy review, cash‑flow and retirement planning, and ongoing “assets under advisement” monitoring that supplements custodial accounts.
Noteworthy for a firm of this size, the advisory business operates affiliated tax and insurance practices that provide tax and insurance advice and products alongside investment services; the brochure discloses these relationships and the potential conflicts, and describes disclosure- and fiduciary‑based mitigations. The firm also does not participate in wrap fee programs and generally leaves proxy voting to clients, reflecting its reliance on custodial and third‑party reporting and execution.
Client services
Expertise
Fee options
Under $250,000 - $250,000: 1.67% $250,000 - $500,000: 1.42% $500,001 - $2,000,000: 1.17% $2,000,001 - $3,000,000: 1.07% Over $3,000,000+: 0.95%
Hourly fee of $350 for financial planning based on complexity and client needs.
Ongoing financial planning services billed quarterly in arrears with annual fees ranging from $1,000 to $30,000.
Fee-only: Hourly fees for financial planning at $350 per hour; ongoing financial planning fees range from $1,000 to $30,000 annually.
Main office
2030 Falling Waters Road, Suite 175
Knoxville TN 37922
Advisors at this office
3
Most active in
Florida · Georgia · Louisiana · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Adam R
Series 63, Series 65
Knoxville, TN
Providence Wealth Management LLC
Adam Reed is a financial advisor at Providence Wealth Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services LLC and Axiom Wealth Management. Outside of his advisory role, he assists with marketing and website updates for his father’s business, Mitch Reed and Associates PLLC. Providence Wealth Management serves individuals and business entities, managing approximately $151.8 million across about 205 clients. The firm employs discretionary portfolio management primarily through third-party model strategies and offers integrated tax and insurance services alongside its investment advisory work.
Garrett C
CFP®, Series 65
Knoxville, TN
Providence Wealth Management LLC
Garrett Crawford is a CFP® professional with 13 years of industry experience. He has been with Providence Wealth Management LLC since 2013 and Providence LTC Advisors, Inc. since 2014. His background includes insurance sales conducted outside of securities trading hours. Providence Wealth Management LLC serves individuals and business entities, managing approximately $151.8 million across about 205 clients. The firm employs third-party investment models and offers discretionary portfolio management, financial planning, and consulting, alongside affiliated tax and insurance services.
Paul C
Series 65
Knoxville, TN
Providence Wealth Management LLC
Paul Cochran is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding a Series 65 designation and 15 years of industry experience. He has been with Providence Wealth Management since 2007 and also serves as president of Providence LTC Advisors, Inc., an insurance services business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing model-based strategies in collaboration with third-party money managers. The firm integrates affiliated tax and insurance services, including long-term care advisory, within its business structure.
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