P

Provident Wealth Management, LLC

Updated today

Client assets under management

$740,996,420

Clients

323

54% high-net worth

Advisors

5

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

65

Typical

Average account size

$2,294,107

About

Provident Wealth Management provides portfolio management and investment advisory services to individuals (including high-net-worth clients), corporations, and other business entities. The firm delivers discretionary and non-discretionary management, typically custodied at Charles Schwab (with some clients at SEI), and implements portfolios composed of equities, fixed income, mutual funds, ETFs, and other instruments.

PWM tailors investment advice to each client's objectives and risk profile using a mix of fundamental, technical, and cyclical analysis and may employ both long- and short-term trading strategies; it monitors accounts regularly and rebalances as market conditions or client circumstances change. The firm treats cash as an asset class, uses mutual funds and ETFs (noting in its brochure that some funds can use leverage), and may engage third‑party subadvisors to manage portions of client assets.

What distinguishes PWM among similar team firms is its disclosed affiliation with a law firm and an insurance practice, which the brochure says it may recommend to clients and identifies as a potential conflict of interest with separate fees not shared with PWM. The firm also manages a substantial asset base for a small team—about $758.5 million in discretionary AUM across five advisors and roughly 323 clients—and documents custodial and investment arrangements (including references to investments that can employ leverage) and use of subadvisors in its disclosures.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Tax-loss harvesting

Fee options

Fixed

Flat fees may be charged at PWM’s discretion based on various criteria but specific amounts are not stated.

Percentage

$0.01 - $2,000,000: 1.25% Greater than $2,000,000+: 0.75%

Main office location

Provident Wealth Management, LLC

101 Winners Circle, Suite 101

Brentwood TN 37027-5038, United States

Number of offices

1

Most active in

California · Colorado · Florida · Georgia · Louisiana · Pennsylvania · Tennessee · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Matthew O

Series 65

Brentwood, TN

Provident Wealth Management, LLC

Matthew O'Connor is a financial advisor at Provident Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. His prior work history includes roles at a finance startup, Virtue Capital Management, UBS, and State Street. Provident Wealth Management serves individuals, corporations, and other business entities, managing approximately $696.6 million in discretionary assets. The firm employs multiple methods of analysis and offers both discretionary and non-discretionary portfolio management, with services that include tax and estate planning consulting.

Active portfolio management Tax-loss harvesting
user avatar

Paul H

Series 65

Brentwood, TN

Provident Wealth Management, LLC

Paul Hayden is a financial advisor at Provident Wealth Management, LLC in Brentwood, TN, holding a Series 65 designation with five years of industry experience. He previously worked at Ameriprise from 2019 to 2021 and was involved with Hayden Energy from 2007 to 2019. Provident Wealth Management provides portfolio management and investment advisory services to individuals, corporations, and other entities, managing approximately $696.6 million in discretionary assets. The firm employs multiple analysis methods and offers both discretionary and non-discretionary management, with a client base that includes high net worth individuals.

Active portfolio management Tax-loss harvesting
user avatar

Robert L

Series 63, Series 65

Colorado Springs, CO

Provident Wealth Management, LLC

Robert Lentz Jr. is a financial advisor with Provident Wealth Management, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Provident Wealth Management since 2009. Provident Wealth Management provides portfolio management and investment advisory services to individuals, including high net worth clients, as well as corporations and other business entities, managing approximately $696.6 million in discretionary assets. The firm employs multiple methods of analysis and may use both long- and short-term trading strategies, offering ongoing discretionary and non-discretionary management alongside non-investment consulting on tax and estate planning matters.

Active portfolio management Tax-loss harvesting
user avatar

Andrew K

Series 65

Brentwood, TN

Provident Wealth Management, LLC

Andrew Knell is a financial advisor at Provident Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Provident Wealth Management since 2017. Prior to that, he was associated with One Trusted Advisor Attorneys and Lipscomb University. Provident Wealth Management provides portfolio management and investment advisory services to individuals, including high net worth clients, corporations, and other business entities. The firm manages approximately $696.6 million in discretionary assets and employs a range of analytical methods, including fundamental, technical, and cyclical analysis, to support both long- and short-term trading strategies tailored to client objectives.

Active portfolio management Tax-loss harvesting
user avatar

Keith M

Series 65

Brentwood, TN

Provident Wealth Management, LLC

Keith McKissock is a Series 65-licensed financial advisor with Provident Wealth Management, LLC, bringing 20 years of industry experience. He also serves as an attorney specializing in estate planning and estate administration through Provident Wealth Attorneys, PLLC. McKissock has been affiliated with Provident Wealth Management since 2005 and Provident Wealth Attorneys since 2007. Provident Wealth Management provides portfolio management and investment advisory services to individuals, corporations, and other entities, overseeing approximately $696.6 million in discretionary assets. The firm employs multiple analytical methods and offers both discretionary and non-discretionary management, incorporating mutual funds, ETFs, and periodic portfolio rebalancing.

Active portfolio management Tax-loss harvesting
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