Providence Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Frankfort, IL. Its latest Form ADV filing, dated March 2, 2026, reports $684M in regulatory assets under management, 11 employees, 2 offices, and 1,384 accounts.
Assets Under Management
$684M
Employees
11
Offices
2 offices
Total Clients
653
Primary office
FRANKFORT, IL
20220 SOUTH LAGRANGE ROAD, FRANKFORT, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.5% of total clients.
Top client categories% of clientsClients
1
Individuals
94.5%
617
2
Corporations
4.3%
28
3
Charitable
1.2%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$684Mas of March 2, 2026
Discretionary100.0%
$684M
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.
Total AUM$684M
Total Accounts1,384
10Y AUM Change+$503M (+276.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee59:1
10Y Employee Change+6 (+120.0%)
* 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.