PROVIDERS & FAMILIES WEALTH MANAGEMENT

PROVIDERS & FAMILIES WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 318230). Regulatory assets under management: $7.7M.

Registration

• CRD: 318230
• Type: Registered investment adviser
• Phone: 717-922-4656
• Latest filing: 2026-04-24
• Regulatory AUM: $7.7M
• Discretionary AUM: $7.7M
• Clients: 2
• Accounts: 65

Business model

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

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318230 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search