A complete list of active advisors currently associated with Provident Wealth Management, LLC

Warmer can help you find a great advisor at Provident Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Provident Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.