1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PROVIDENT WEALTH MANAGEMENT INC

Map pinERIE, PA
Phone814-455-7523
NotebookSEC #801-30754
Total AUM
$17.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3527 WEST 26TH STREET
ERIE
PA 16506
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
814-455-7523

ReceiptFinancials

Total AUM
$17.4M
Accounts
100
Discretionary
$16.6M
Accounts
96
Non-Discretionary
$744.3K
Accounts
4

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account