CRD: 144902
Providence Wealth Management LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-05-2010
- Office Locations
- 1
Office Locations
About Providence Wealth Management LLC
Providence Wealth Management (Providence Advisors) is a Knoxville, TN-based independent RIA providing integrated financial planning and discretionary portfolio management for retirees and other planning-focused households, with emphasis on retirement income decisions, tax-aware strategies (including Roth conversion analysis), risk/insurance reviews, and charitable giving planning. Portfolios are implemented primarily with ETFs, and the team publishes “Retirement Tax Matters,” a dedicated hub on advanced retirement tax planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL WARREN COCHRAN
Chief Compliance Officer, Managing Member
- CRD
- #4902875
- Ownership
- 75% or more
GARRETT ANDREW CRAWFORD
Financial Planner, President
- CRD
- #6238904
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Adam Bryant Reed
--
- CRD
- #7730152
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,831,467 | $224,271 |
| Non-Discretionary | $0 | -- |
| Total | $151,831,467 | $224,271 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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