PROVIDENT WEALTH MANAGEMENT

PROVIDENT WEALTH MANAGEMENT of BURLINGTON, NC is an SEC-registered investment adviser (CRD 299389). Regulatory assets under management: $85.2M.

Registration

• CRD: 299389
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299389 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search