Provident Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brentwood, TN. Its latest Form ADV filing, dated March 18, 2026, reports $759M in regulatory assets under management, 9 employees, and 1,209 accounts.
Assets Under Management
$759M
Employees
9
Offices
--
Total Clients
328
Primary office
BRENTWOOD, TN
101 WINNERS CIRCLE, SUITE 101, BRENTWOOD, TN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.4% of total clients.
Top client categories% of clientsClients
1
HNWI
53.4%
175
2
Individuals
45.1%
148
3
Charitable
1.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$759Mas of March 18, 2026
Discretionary100.0%
$759M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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$759M
Total Accounts1,209
10Y AUM Change+$507M (+201.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee36:1
10Y Employee Change+3 (+50.0%)
* 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.