PROVIDENCE WEALTH ADVISORS, LLC

PROVIDENCE WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 292109). Regulatory assets under management: $49.0M.

Registration

• CRD: 292109
• Type: Registered investment adviser
• Phone: 256-213-7738
• Latest filing: 2026-03-26
• Regulatory AUM: $49.0M
• Discretionary AUM: $49.0M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292109 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search