Provident Wealth Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,744,055
Total clients
64
3% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
32
Average account size
$402,251
About
Provident Wealth Management, Inc. provides financial planning, investment supervisory services, and asset-allocation advice to individuals as well as pension and profit-sharing plans, trusts, estates, endowments, charitable organizations, and corporate clients. The firm also offers insurance products, employee benefit consulting, written financial plans, and hourly investment consultations for employer retirement plan accounts.
The firm describes an eclectic investment approach that combines fundamental, technical, and cyclical analysis with strategic and tactical asset allocation and the use of multiple managers and styles to pursue more consistent long-term returns. Provident manages both discretionary and non‑discretionary accounts, tailors strategies to client objectives and restrictions, and aggregates assets with institutional relationships to access institutional-style strategies and manager research.
What is distinctive for a small independent adviser is the integration of insurance offerings and employee‑benefit/pension consulting alongside investment management — the brochure discloses insurance product activity, potential commissions or service fees from affiliated products, and staff credentials such as CLU, CHFC and CEBS. The firm’s explicit work with pension/profit‑sharing plans, institutional clients and retirement‑plan consultations, together with its practice of providing periodic account reports and market commentary, differentiates it from many single‑advisor independents.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: Negotiated based on services provided
Adviser or its supervised persons may receive asset-based commissions and service fees from affiliated broker/dealers and fund companies, but not from investments held in TD Ameritrade brokerage accounts.
$300 to $500 per hour for financial planning and investment consultations
Main office location
Provident Wealth Management Inc
3527 West 26 Th Street
Erie PA 16506, United States
Number of offices
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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