← Directory
PROVIDENT WEALTH MANAGEMENT, LLC
CRD 130417File 801-62799
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$758.5M
Above cohort median (national)
Discretionary AUM
$758.5M
Clients
328
1,209 accounts
Employees
9
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 12, 2004
- Principal office
- 101 WINNERS CIRCLE, SUITE 101, BRENTWOOD, TN, 37027-5038
- Phone
- 615-656-4050
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $758.5M
- Discretionary AUM
- $758.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,209
- Non-discretionary accounts
- 0
- Total accounts
- 1,209
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $17.5M |
| High net worth individuals | 175 | $687.8M |
| Individuals (other than high net worth individuals) | 148 | $53.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.