Provident Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$740,996,420
Clients
323
Advisors
5
across 2 offices
About
Provident Wealth Management provides portfolio management and investment advisory services to individuals (including high-net-worth clients), corporations, and other business entities. The firm delivers discretionary and non-discretionary management, typically custodied at Charles Schwab (with some clients at SEI), and implements portfolios composed of equities, fixed income, mutual funds, ETFs, and other instruments.
PWM tailors investment advice to each client's objectives and risk profile using a mix of fundamental, technical, and cyclical analysis and may employ both long- and short-term trading strategies; it monitors accounts regularly and rebalances as market conditions or client circumstances change. The firm treats cash as an asset class, uses mutual funds and ETFs (noting in its brochure that some funds can use leverage), and may engage third‑party subadvisors to manage portions of client assets.
What distinguishes PWM among similar team firms is its disclosed affiliation with a law firm and an insurance practice, which the brochure says it may recommend to clients and identifies as a potential conflict of interest with separate fees not shared with PWM. The firm also manages a substantial asset base for a small team—about $758.5 million in discretionary AUM across five advisors and roughly 323 clients—and documents custodial and investment arrangements (including references to investments that can employ leverage) and use of subadvisors in its disclosures.
Client services
Expertise
Fee options
Flat fees may be charged at PWM’s discretion based on various criteria but specific amounts are not stated.
$0.01 - $2,000,000: 1.25% Greater than $2,000,000+: 0.75%
Main office
See office101 Winners Circle, Suite 101
Brentwood TN 37027-5038
Advisors at this office
4
Offices (2)
Most active in
California · Colorado · Florida · Georgia · Louisiana · Pennsylvania · Tennessee · Texas · Virginia · West Virginia
Also doing business as
One Trusted Advisor Investments · Provident Wealth Company, LLC · Provident Wealth Management, LLC
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.
Lawyer
They provide legal services, typically billed separately.
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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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.
Advisors at this firm
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