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Building 2PROVIDENT WEALTH MANAGEMENT, LLC

Map pinBRENTWOOD, TN
Phone615-656-4050
NotebookSEC #801-62799
Total AUM
$758.5M
Employees
9
Clients
328

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 WINNERS CIRCLE
SUITE 101
BRENTWOOD
TN 37027-5038
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
615-656-4050

ReceiptFinancials

Total AUM
$758.5M
Accounts
1,209
Discretionary
$758.5M
Accounts
1,209
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
148
AUM
$53.2M
HNW Individual Clients
175
AUM
$687.8M
Charitable Organization Clients
5
AUM
$17.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGALAPATNTXVAWV

HandshakeAffiliates

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

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