Provident Trust Company is an SEC registered investment adviser organized as a corporation with a primary office location in Waukesha, WI. Its latest Form ADV filing, dated April 8, 2026, reports $6.9B in regulatory assets under management, 12 employees, and 1,037 accounts.
Assets Under Management
$6.9B
Employees
12
Offices
--
Total Clients
1,037
Primary office
WAUKESHA, WI
N16 W23217 STONE RIDGE DRIVE, SUITE 310, WAUKESHA, WI, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.5% of total clients.
Top client categories% of clientsClients
1
HNWI
78.5%
814
2
Individuals
17.2%
178
3
Charitable
4.0%
41
4
CUSTODY ONLY
0.3%
3
5
Investment Cos.
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.9Bas of April 8, 2026
Discretionary100.0%
$6.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$84K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.9B
Total Accounts1,037
10Y AUM Change+$4.5B (+196.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee86:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.