CRD: 153646
Providence Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2010
- Office Locations
- 4
Office Locations
About Providence Wealth Advisors, LLC
Providence Wealth Advisors is a Frankfort, IL-based wealth management firm providing financial planning, portfolio management, and trust services for individuals and families. The team includes investment advisors and trust officers and shares market perspectives through its Financial Journey podcast, advisor blog, and quarterly "Market Message" newsletter. Custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS ANTHONY DEGROOT
Executive Vice President, Manager, Trust Officer, Wealth Advisor
- CRD
- #5788056
- Ownership
- Less than 5%
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Jay David Faler
Vice President
- CRD
- #6885938
LAURA MARIE FASAN
Investment Advisor
- CRD
- #2894206
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $684,371,195 | $494,488 |
| Non-Discretionary | $0 | -- |
| Total | $684,371,195 | $494,488 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing