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- Custodian
- Altruist · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-22-2018
- Office Locations
- 1
Office Locations
About Providence Wealth Advisors, LLC
Providence Wealth Advisors is a Huntsville, Alabama RIA providing financial planning, wealth management, and trust services for individuals and families. The team builds goal-based plans and uses diversified investment options to manage risk and support long-term outcomes. For partner engagement, they publish market commentary and client education via the “Your Financial Journey” podcast, advisor blog/resources, and a quarterly “Market Message” e-newsletter; custody includes Pershing and Altruist.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALAN LEE BAGWELL
Managing Partner
- CRD
- #4815554
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,047,532 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,047,532 | -- |
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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 2025
| 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 |
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