PROVIDENCE WEALTH ADVISORS, LLC
Company Profile
| AUM* | 733,418,727 22% |
| of that, discretionary | 733,418,727 22% |
| Number of Employees | 12 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 498,585 10% |
| High Net Worth | 3.06% 161% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Commissions
Recent News
Reported AUM
684M
587M
489M
391M
293M
196M
98M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FORVIS MAZARS, LLP | Filing Date02/05/2026 | Form ADV-E View Report |
| Accounting Firm Name FORVIS, LLP | Filing Date01/28/2025 | Form ADV-E View Report |
| Accounting Firm Name FORVIS, LLP | Filing Date12/22/2023 | Form ADV-E View Report |
| Accounting Firm Name FORVIS, LLP | Filing Date04/27/2023 | Form ADV-E View Report |