PROVIDENCE WEALTH ADVISORS, LLC
CRD #153646 SEC #801-71352 FRANKFORT, IL 815-306-2020
SEC Registered
Total AUM
$601.1M
Discretionary
$601.1M
Employees
11
Clients
26
Accounts
1,282
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $601.1M | $601.1M | $0 | 11 | 0 |
| Sep 2025 | $601.1M | $601.1M | $0 | 11 | 0 |
| Aug 2025 | $601.1M | $601.1M | $0 | 11 | 0 |
| Feb 2025 | $601.1M | $601.1M | $0 | 11 | 0 |
| Jan 2025 | $571.6M | $571.6M | $0 | 11 | 0 |
| Aug 2024 | $571.6M | $571.6M | $0 | 11 | 0 |
| Jul 2024 | $571.6M | $571.6M | $0 | 11 | 0 |
| Apr 2024 | $571.6M | $571.6M | $0 | 11 | 0 |
| Feb 2024 | $571.6M | $571.6M | $0 | 11 | 0 |
| Jun 2023 | $497.2M | $497.2M | $0 | 10 | 0 |
| Mar 2023 | $497.2M | $497.2M | $0 | 10 | 0 |
| Feb 2023 | $497.2M | $497.2M | $0 | 10 | 0 |
| Jan 2023 | $468.4M | $468.4M | $0 | 10 | 0 |
| Jan 2023 | $468.4M | $468.4M | $0 | 10 | 0 |
| Mar 2022 | $468.4M | $468.4M | $0 | 10 | 0 |
| Feb 2022 | $468.4M | $468.4M | $0 | 10 | 0 |
| Feb 2021 | $420M | $420M | $0 | 10 | 0 |
| Jun 2020 | $450M | $450M | $0 | 9 | 0 |
| Jun 2020 | $450M | $450M | $0 | 9 | 0 |
| Mar 2020 | $450M | $450M | $0 | 9 | 0 |
| Jan 2020 | $370M | $370M | $0 | 9 | 0 |
| Mar 2019 | $370M | $370M | $0 | 9 | 0 |
| Sep 2018 | $332.5M | $332.5M | $0 | 9 | 0 |
| Aug 2018 | $332.5M | $332.5M | $0 | 9 | 0 |
| Mar 2018 | $332.5M | $332.5M | $0 | 9 | 0 |
| Jan 2018 | $181.6M | $181.6M | $0 | 5 | 0 |
| Mar 2017 | $181.6M | $181.6M | $0 | 5 | 400 |
| Mar 2016 | $167M | $167M | $0 | 3 | 200 |
| Jun 2015 | $160M | $160M | $0 | 4 | 400 |
| Mar 2015 | $160M | $160M | $0 | 4 | 400 |
| Mar 2014 | $154M | $154M | $0 | 4 | 400 |
| Jan 2014 | $170M | $170M | $0 | 4 | 300 |
| Jan 2014 | $170M | $170M | $0 | 4 | 300 |
| Aug 2013 | $170M | $170M | $0 | 4 | 300 |
| Mar 2013 | $170M | $170M | $0 | 4 | 300 |
| Jan 2013 | $155M | $155M | $0 | 5 | 300 |
| Oct 2012 | $155M | $155M | $0 | 1 | 300 |
| Sep 2012 | $155M | $155M | $0 | 1 | 300 |
| Sep 2012 | $155M | $155M | $0 | 1 | 300 |
| Aug 2012 | $155M | $155M | $0 | 1 | 300 |
| Jun 2012 | $155M | $155M | $0 | 1 | 300 |
| Mar 2012 | $155M | $155M | $0 | 1 | 300 |
| May 2011 | $142M | $142M | $0 | 5 | -- |
| May 2011 | $142M | $142M | $0 | 5 | -- |
| Apr 2011 | $142M | $142M | $0 | 5 | -- |
| Mar 2011 | $142M | $142M | $0 | 5 | -- |
| Feb 2011 | $61.5M | $61.5M | $0 | 5 | -- |
| Oct 2010 | $61.5M | $61.5M | $0 | 5 | -- |
| Aug 2010 | $61.5M | $61.5M | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$601.1M
Discretionary$601.1M
Non-Disc.$0
Employees11
Clients0
DateSep 2025
Total AUM$601.1M
Discretionary$601.1M
Non-Disc.$0
Employees11
Clients0
DateAug 2025
Total AUM$601.1M
Discretionary$601.1M
Non-Disc.$0
Employees11
Clients0
DateFeb 2025
Total AUM$601.1M
Discretionary$601.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2025
Total AUM$571.6M
Discretionary$571.6M
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$571.6M
Discretionary$571.6M
Non-Disc.$0
Employees11
Clients0
DateJul 2024
Total AUM$571.6M
Discretionary$571.6M
Non-Disc.$0
Employees11
Clients0
DateApr 2024
Total AUM$571.6M
Discretionary$571.6M
Non-Disc.$0
Employees11
Clients0
DateFeb 2024
Total AUM$571.6M
Discretionary$571.6M
Non-Disc.$0
Employees11
Clients0
DateJun 2023
Total AUM$497.2M
Discretionary$497.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$497.2M
Discretionary$497.2M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$497.2M
Discretionary$497.2M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$468.4M
Discretionary$468.4M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$468.4M
Discretionary$468.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$468.4M
Discretionary$468.4M
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$468.4M
Discretionary$468.4M
Non-Disc.$0
Employees10
Clients0
DateFeb 2021
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$332.5M
Discretionary$332.5M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$332.5M
Discretionary$332.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$332.5M
Discretionary$332.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2018
Total AUM$181.6M
Discretionary$181.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$181.6M
Discretionary$181.6M
Non-Disc.$0
Employees5
Clients400
DateMar 2016
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees3
Clients200
DateJun 2015
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees4
Clients400
DateMar 2015
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees4
Clients400
DateMar 2014
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees4
Clients400
DateJan 2014
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients300
DateJan 2014
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients300
DateAug 2013
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients300
DateMar 2013
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients300
DateJan 2013
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees5
Clients300
DateOct 2012
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees1
Clients300
DateSep 2012
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees1
Clients300
DateSep 2012
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees1
Clients300
DateAug 2012
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees1
Clients300
DateJun 2012
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees1
Clients300
DateMay 2011
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--