PROVIDENT WEALTH MANAGEMENT, LLC
CRD #130417 SEC #801-62799 BRENTWOOD, TN 615-656-4050
SEC Registered
Total AUM
$696.6M
Discretionary
$696.6M
Employees
9
Clients
0
Accounts
1,195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $696.6M | $696.6M | $0 | 9 | 0 |
| Feb 2025 | $696.6M | $696.6M | $0 | 9 | 0 |
| Nov 2024 | $588.6M | $588.6M | $0 | 9 | 0 |
| Feb 2024 | $588.6M | $588.6M | $0 | 9 | 0 |
| Nov 2023 | $506.3M | $506.3M | $0 | 9 | 0 |
| Jul 2023 | $506.3M | $506.3M | $0 | 9 | 0 |
| Apr 2023 | $506.3M | $506.3M | $0 | 9 | 0 |
| Mar 2023 | $506.3M | $506.3M | $0 | 9 | 0 |
| Jan 2023 | $534.9M | $534.9M | $0 | 7 | 0 |
| Mar 2022 | $534.9M | $534.9M | $0 | 7 | 0 |
| Jun 2021 | $413M | $413M | $0 | 6 | 0 |
| Mar 2021 | $413M | $413M | $0 | 6 | 0 |
| Jan 2021 | $354.1M | $354.1M | $0 | 4 | 0 |
| Dec 2020 | $354.1M | $354.1M | $0 | 4 | 0 |
| Jun 2020 | $354.1M | $354.1M | $0 | 4 | 0 |
| Mar 2020 | $354.1M | $354.1M | $0 | 4 | 0 |
| Aug 2019 | $295.2M | $295.2M | $0 | 6 | 0 |
| Mar 2019 | $295.2M | $295.2M | $0 | 6 | 0 |
| Sep 2018 | $269.4M | $0 | $269.4M | 6 | 0 |
| Feb 2018 | $269.4M | $0 | $269.4M | 6 | 0 |
| Nov 2017 | $251.5M | $0 | $251.5M | 6 | 0 |
| Jun 2017 | $251.5M | $0 | $251.5M | 6 | 1,000 |
| Feb 2017 | $251.5M | $0 | $251.5M | 6 | 1,000 |
| Feb 2016 | $208.6M | $0 | $208.6M | 2 | 570 |
| Feb 2015 | $187.1M | $0 | $187.1M | 2 | 300 |
| Feb 2015 | $187.1M | $0 | $187.1M | 2 | 300 |
| Mar 2014 | $152.6M | $0 | $152.6M | 2 | 247 |
| Mar 2014 | $140.6M | $0 | $140.6M | 2 | 200 |
| Jan 2014 | $140.6M | $0 | $140.6M | 2 | 200 |
| Mar 2013 | $140.6M | $0 | $140.6M | 2 | 200 |
| Mar 2012 | $110M | $0 | $110M | 6 | 200 |
| Mar 2011 | $86M | $0 | $86M | 10 | -- |
| Jan 2011 | $86M | $0 | $86M | 10 | -- |
| Jan 2010 | $72.6M | $72.6M | $0 | 5 | -- |
| Mar 2008 | $58M | $58M | $0 | 5 | -- |
| Aug 2007 | $48M | $48M | $0 | 5 | -- |
| Aug 2007 | $48M | $48M | $0 | 5 | -- |
| Mar 2007 | $38M | $38M | $0 | 5 | -- |
| Mar 2006 | $35M | $35M | $0 | 5 | -- |
| Jan 2006 | $35M | $35M | $0 | 5 | -- |
| Sep 2005 | $35M | $35M | $0 | 5 | -- |
| Jun 2004 | $27M | $0 | $27M | 5 | -- |
DateJul 2025
Total AUM$696.6M
Discretionary$696.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2025
Total AUM$696.6M
Discretionary$696.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$588.6M
Discretionary$588.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$588.6M
Discretionary$588.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2023
Total AUM$506.3M
Discretionary$506.3M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$506.3M
Discretionary$506.3M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$506.3M
Discretionary$506.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$506.3M
Discretionary$506.3M
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$534.9M
Discretionary$534.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$534.9M
Discretionary$534.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$413M
Discretionary$413M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$413M
Discretionary$413M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$354.1M
Discretionary$354.1M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$354.1M
Discretionary$354.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$354.1M
Discretionary$354.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$354.1M
Discretionary$354.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees6
Clients0
DateSep 2018
Total AUM$269.4M
Discretionary$0
Non-Disc.$269.4M
Employees6
Clients0
DateFeb 2018
Total AUM$269.4M
Discretionary$0
Non-Disc.$269.4M
Employees6
Clients0
DateNov 2017
Total AUM$251.5M
Discretionary$0
Non-Disc.$251.5M
Employees6
Clients0
DateJun 2017
Total AUM$251.5M
Discretionary$0
Non-Disc.$251.5M
Employees6
Clients1,000
DateFeb 2017
Total AUM$251.5M
Discretionary$0
Non-Disc.$251.5M
Employees6
Clients1,000
DateFeb 2016
Total AUM$208.6M
Discretionary$0
Non-Disc.$208.6M
Employees2
Clients570
DateFeb 2015
Total AUM$187.1M
Discretionary$0
Non-Disc.$187.1M
Employees2
Clients300
DateFeb 2015
Total AUM$187.1M
Discretionary$0
Non-Disc.$187.1M
Employees2
Clients300
DateMar 2014
Total AUM$152.6M
Discretionary$0
Non-Disc.$152.6M
Employees2
Clients247
DateMar 2014
Total AUM$140.6M
Discretionary$0
Non-Disc.$140.6M
Employees2
Clients200
DateJan 2014
Total AUM$140.6M
Discretionary$0
Non-Disc.$140.6M
Employees2
Clients200
DateMar 2013
Total AUM$140.6M
Discretionary$0
Non-Disc.$140.6M
Employees2
Clients200
DateMar 2012
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees6
Clients200
DateMar 2011
Total AUM$86M
Discretionary$0
Non-Disc.$86M
Employees10
Clients--
DateJan 2011
Total AUM$86M
Discretionary$0
Non-Disc.$86M
Employees10
Clients--
DateJan 2010
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees5
Clients--