PROVIDENCE WEALTH MANAGEMENT LLC
CRD #144902 SEC #801-123273 KNOXVILLE, TN 865-691-6699
SEC Registered
Total AUM
$129.2M
Discretionary
$129.2M
Employees
8
Clients
0
Accounts
635
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $129.2M | $129.2M | $0 | 8 | 0 |
| Feb 2024 | $108.5M | $108.5M | $0 | 7 | 0 |
| Oct 2023 | $101.8M | $101.8M | $0 | 7 | 2 |
| Feb 2023 | $96.2M | $93.1M | $3.1M | 7 | 2 |
| Nov 2022 | $94.1M | $94.1M | $0 | 7 | 4 |
| Jan 2022 | $112M | $112M | $0 | 7 | 4 |
DateMar 2025
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees7
Clients2
DateFeb 2023
Total AUM$96.2M
Discretionary$93.1M
Non-Disc.$3.1M
Employees7
Clients2
DateNov 2022
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees7
Clients4
DateJan 2022
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees7
Clients4