PROVIDENT WEALTH MANAGEMENT, LLC

101 Winners Circle
Suite 101
Brentwood, Tennessee 37027-5038
Tel: 615-656-4050

About PROVIDENT WEALTH MANAGEMENT, LLC

PROVIDENT WEALTH MANAGEMENT, LLC, formally registered with the SEC as PROVIDENT WEALTH MANAGEMENT, LLC. The firm was established in 02/12/2004. They have over 1 offices throughout the country.

PROVIDENT WEALTH MANAGEMENT, LLC is a Brentwood, Tennessee based Financial Planning firm with nearly $696,599,707 assets under management, offering retirement planning & investment advisory services to 1195 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130417
SEC#	801-62799
Assets Managed by Firm	$696,599,707
No. of Clients	1195
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1195	$696,599,707
Individuals (other than high net worth individuals)	150	$50,156,568
High net worth individuals	173	$632,773,352
Charitable organizations	4	$13,669,787

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