# PROVIDENT WEALTH MANAGEMENT

PROVIDENT WEALTH MANAGEMENT of BURLINGTON, NC is an SEC-registered investment adviser.

## Registration

- CRD: 299389
- Type: SEC-registered investment adviser
- Location: 1225 HUFFMAN MILL RD, BURLINGTON, NC, 27215
- Phone: 336-584-8884
- Latest filing: 2026-08-05
- Regulatory AUM: $85.2M
- Discretionary AUM: $17.7M
- Non-discretionary AUM: $67.5M
- Clients: 6
- Accounts: 271

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299389/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299389/similar
- Related entities: https://search.stillhousedata.com/firm/299389/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299389

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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.