PROVIDENCE WEALTH ADVISORS, LLC

20220 South Lagrange Road
Frankfort, Illinois 60423
Tel: 815-306-2020

About PROVIDENCE WEALTH ADVISORS, LLC

PROVIDENCE WEALTH ADVISORS, LLC, formally registered with the SEC as PROVIDENCE WEALTH ADVISORS, LLC. The firm was established in 04/19/2010. They have over 3 offices throughout the country.

PROVIDENCE WEALTH ADVISORS, LLC is a Frankfort, Illinois based Financial Planning firm with nearly $601,126,721 assets under management, offering retirement planning & investment advisory services to 1282 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153646
SEC#	801-71352
Assets Managed by Firm	$601,126,721
No. of Clients	1282
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1282	$601,126,721
Individuals (other than high net worth individuals)	617	$555,945,728
Charitable organizations	8	$8,865,212
Corporations or other businesses	14	$33,616,798

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