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Building 2PROVIDENCE WEALTH MANAGEMENT LLC

Map pinKNOXVILLE, TN
Phone865-691-6699
NotebookSEC #801-123273
Total AUM
$151.8M
Employees
8
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2030 FALLING WATERS ROAD
SUITE 175
KNOXVILLE
TN 37922
United States
Operating Hours
M-TH 9-5 PM, FRIDAY 9-NOON
Monday - Friday
Phone
865-691-6699

ReceiptFinancials

Total AUM
$151.8M
Accounts
677
Discretionary
$151.8M
Accounts
677
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$58M
HNW Individual Clients
48
AUM
$93.5M
Corporation or Business Clients
1
AUM
$300.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CO-ADVISOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALATNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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