PROVIDENT WEALTH MANAGEMENT INC
CRD #107021 SEC #801-30754 ERIE, PA 814-455-7523
SEC Registered
Total AUM
$17.4M
Discretionary
$16.6M
Employees
6
Clients
11
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $17.4M | $16.6M | $744.3K | 6 | 26 |
| Apr 2012 | $17.4M | $16.6M | $744.3K | 6 | 26 |
| Apr 2012 | $17.3M | $16.5M | $801.8K | 6 | 26 |
| Feb 2012 | $17.4M | $16.6M | $744.3K | 6 | 26 |
| Nov 2011 | $25.1M | $17.4M | $7.7M | 6 | 26 |
| Mar 2011 | $27.7M | $16.5M | $11.2M | 10 | -- |
| Mar 2011 | $27.7M | $16.5M | $11.2M | 10 | -- |
| Aug 2010 | $25.1M | $18.4M | $6.6M | 10 | -- |
| Aug 2010 | $25.1M | $18.4M | $6.6M | 10 | -- |
| Feb 2009 | $25.5M | $22.4M | $3.2M | 10 | -- |
| Jan 2008 | $22.9M | $22.9M | $0 | 10 | -- |
| Mar 2007 | $21.6M | $21.6M | $0 | 10 | -- |
| Jan 2007 | $53.6M | $53.6M | $0 | 10 | -- |
| Feb 2006 | $87M | $87M | $0 | 10 | -- |
| Sep 2005 | $63.1M | $63.1M | $0 | 10 | -- |
| Mar 2002 | $50.5M | $50.5M | $0 | 5 | -- |
DateMay 2012
Total AUM$17.4M
Discretionary$16.6M
Non-Disc.$744.3K
Employees6
Clients26
DateApr 2012
Total AUM$17.4M
Discretionary$16.6M
Non-Disc.$744.3K
Employees6
Clients26
DateApr 2012
Total AUM$17.3M
Discretionary$16.5M
Non-Disc.$801.8K
Employees6
Clients26
DateFeb 2012
Total AUM$17.4M
Discretionary$16.6M
Non-Disc.$744.3K
Employees6
Clients26
DateNov 2011
Total AUM$25.1M
Discretionary$17.4M
Non-Disc.$7.7M
Employees6
Clients26
DateMar 2011
Total AUM$27.7M
Discretionary$16.5M
Non-Disc.$11.2M
Employees10
Clients--
DateMar 2011
Total AUM$27.7M
Discretionary$16.5M
Non-Disc.$11.2M
Employees10
Clients--
DateAug 2010
Total AUM$25.1M
Discretionary$18.4M
Non-Disc.$6.6M
Employees10
Clients--
DateAug 2010
Total AUM$25.1M
Discretionary$18.4M
Non-Disc.$6.6M
Employees10
Clients--
DateFeb 2009
Total AUM$25.5M
Discretionary$22.4M
Non-Disc.$3.2M
Employees10
Clients--
DateJan 2008
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$21.6M
Discretionary$21.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$63.1M
Discretionary$63.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees5
Clients--