Dallas, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Provident Wealth Management
Supported
Firm-wide stats for Provident Wealth Management
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.
Based on Provident Wealth Management
Location
Dallas TX
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)