Provident Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,129,519
Clients
145
Advisors
3
across 2 offices
About
Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations and business entities. Its services include asset management (offered on both discretionary and non‑discretionary bases), financial planning and consulting, educational seminars and, when requested by clients, advice on cryptocurrencies and other digital assets.
The firm operates with a mix of discretionary and non‑discretionary mandates and commonly engages sub‑advisors to implement model strategies; as of August 1, 2026, Provident reported $67,455,445 in non‑discretionary assets versus $17,708,005 in discretionary assets. Investment analysis draws on fundamental, technical, charting and cyclical methods, and account reviews are performed at least quarterly.
Provident is distinctive among peers for its disclosed affiliations with an insurance agency and a real estate business, and for principals who devote a material portion of their time to those outside activities — relationships the brochure identifies and discloses as potential conflicts of interest. The firm also routinely offers no‑fee public seminars and explicitly supports cryptocurrency advisory with a specialized custodian option, features that are relatively uncommon for firms in this category.
Client services
Expertise
Fee options
Negotiable fixed fee for financial planning services with a maximum of $10,000 based on complexity and client needs.
$0 - $500,000: 1.25% annually $500,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually Over $5,000,000+: 0.60% annually
Investment Advisor Representatives receive commissions from insurance product sales; approx. 35% of compensation for Laura Collins comes from external compensation.
$250 per hour for financial planning services.
Main office
See office1225 Huffman Mill Rd, Suite 203
Burlington NC 27215
Advisors at this office
2
Offices (2)
Most active in
North Carolina · Texas
Also doing business as
Provident Financial Group Of The Carolinas · Provident Wealth Management · Provident Wealth Management, Inc · Provident Wealth Management, Inc.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Laura C
Series 63, Series 65
Burlington, NC
Provident Wealth Management
Laura Collins is a financial advisor at Provident Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Meritage Holdings, LLC, Lincoln Financial Securities Corporation, and Crossharbour Partners, LLC. Outside of her advisory role, Collins serves as managing member and consultant at Crossharbour Partners, LLC, focusing on non-qualified deferred compensation strategies in collaboration with attorneys and CPAs. Provident Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering asset management, financial planning, and consulting services. The firm combines discretionary and non-discretionary mandates, utilizes a range of investment analysis techniques, and provides advice on cryptocurrencies through a specialized custodian option.
Stefan L
Series 65, Series 66
Dallas, TX
Provident Wealth Management
Stefan Lloyd is a financial advisor at Provident Wealth Management in Dallas, TX, holding Series 65 and Series 66 credentials with 10 years of industry experience. His prior roles include positions at Strategic Financial Concepts, White Rock Associates, Commerce Street Capital, Ovington Advisors, FourPark Management, and Morgan Stanley. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary asset management, financial planning, consulting, educational seminars, and cryptocurrency advisory services, utilizing a combination of fundamental, technical, charting, and cyclical investment analysis.
Katrina S
Series 63, Series 65
Burlington, NC
Provident Wealth Management
Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Wells Fargo Advisors and Wells Fargo Bank. In addition to her advisory role, she is involved with Provident Insurance Group as an insurance agent and notary public. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and cryptocurrency advisory services, operating with both discretionary and non-discretionary mandates and incorporating a variety of investment analysis techniques.
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