PROVIDENCE WEALTH MANAGEMENT LLC

PROVIDENCE WEALTH MANAGEMENT LLC of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 144902). Regulatory assets under management: $151.8M.

Registration

• CRD: 144902
• SEC file number: 801-123273
• Type: Registered investment adviser
• Location: 2030 FALLING WATERS ROAD, SUITE 175, KNOXVILLE, TN, 37922
• Phone: 865-691-6699
• Latest filing: 2026-04-14
• Regulatory AUM: $151.8M
• Discretionary AUM: $151.8M
• Clients: 8
• Accounts: 677

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144902 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search