SEC Form ADV

PROVIDENCE WEALTH MANAGEMENT LLC

Firm profile: Providence Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTN

$151.8M

Assets Under Management

677

Total Clients

Employees

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Registration Details

Accession: CRD-144902
Location: KNOXVILLE, TN
Filing Date: April 14, 2026
AUM: $151.8M
Total Clients: 677
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

PROVIDENCE WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in KNOXVILLE, TN, managing approximately $151.8M in assets across 677 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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