PROVIDENT FINANCIAL PLANNING, LLC
CRD #291830 SEC #801-123142 PLANO, TX 888-752-6234
SEC Registered
Total AUM
$155M
Discretionary
$155M
Employees
2
Clients
0
Accounts
319
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $155M | $155M | $0 | 2 | 1 |
| Jul 2024 | $132.5M | $130.5M | $2M | 2 | 1 |
| Jan 2024 | $132.5M | $130.5M | $2M | 2 | 1 |
| Jul 2023 | $102.6M | $96.1M | $6.5M | 2 | 1 |
| Jan 2023 | $102.6M | $96.1M | $6.5M | 2 | 1 |
| Jan 2022 | $107.2M | $99M | $8.2M | 1 | 0 |
| Jan 2022 | $107.2M | $99M | $8.2M | 1 | 0 |
DateMar 2025
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees2
Clients1
DateJul 2024
Total AUM$132.5M
Discretionary$130.5M
Non-Disc.$2M
Employees2
Clients1
DateJan 2024
Total AUM$132.5M
Discretionary$130.5M
Non-Disc.$2M
Employees2
Clients1
DateJul 2023
Total AUM$102.6M
Discretionary$96.1M
Non-Disc.$6.5M
Employees2
Clients1
DateJan 2023
Total AUM$102.6M
Discretionary$96.1M
Non-Disc.$6.5M
Employees2
Clients1
DateJan 2022
Total AUM$107.2M
Discretionary$99M
Non-Disc.$8.2M
Employees1
Clients0
DateJan 2022
Total AUM$107.2M
Discretionary$99M
Non-Disc.$8.2M
Employees1
Clients0