PROVIDENCE WEALTH MANAGEMENT LLC

2030 Falling Waters Road
Suite 175
Knoxville, Tennessee 37922
Tel: 865-691-6699

About PROVIDENCE WEALTH MANAGEMENT LLC

PROVIDENCE WEALTH MANAGEMENT LLC, formally registered with the SEC as PROVIDENCE WEALTH MANAGEMENT LLC. The firm was established in 02/18/2022. They have over 1 offices throughout the country.

PROVIDENCE WEALTH MANAGEMENT LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $108,518,083 assets under management, offering retirement planning & investment advisory services to 640 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144902
SEC#	801-123273
Assets Managed by Firm	$108,518,083
No. of Clients	640
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CO-ADVISOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	640	$108,518,083
Individuals (other than high net worth individuals)	156	$48,553,819
High net worth individuals	34	$59,421,217
Corporations or other businesses	1	$543,047

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