# PROVIDENT WEALTH MANAGEMENT INC

PROVIDENT WEALTH MANAGEMENT INC of ERIE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 107021
- Type: SEC-registered investment adviser
- SEC file number: 801-30754
- Location: 3527 WEST 26TH STREET, ERIE, PA, 16506
- Phone: 814-455-7523
- Latest filing: 2024-03-25
- Regulatory AUM: $25.7M
- Discretionary AUM: $15.9M
- Non-discretionary AUM: $9.8M
- Clients: 1
- Accounts: 118

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SMITH GREGORY LEE | CHIEF COMPLIANCE OFFICER; OWNER; PRESIDENT | — |
| SMITH DAVID LYNN | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107021/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107021/similar
- Related entities: https://search.stillhousedata.com/firm/107021/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107021

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.