$98.5M Total AUM
$98.5M Disc. AUM
-- 3Y CAGR
1 Employees
117 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal atlas
- Established Date
- 08-07-2017
- Office Locations
- 1
Office Locations
-- Knoxville TN
About Provident Wealth, LLC
Provident Wealth, LLC is a Knoxville-based RIA. The firm has been operating for 8 years. Managing $98.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
35 AVG AGE
$98.5M AVG AUM / ADVISOR
$841.8K AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Harbor vector Alpha insight Wave wave
Client Personas
Vertex
Custodian
Vital summit Ridge matrix Ember frontier Fusion momentum Radial summit Optima
Investment Themes
Foundation summit Matrix Radial
Investment Vehicles
Prime
Platform
Focus
Services
Frontier catalyst Prime element Zenith Vital Quantum harbor Ember Summit peak Crest Crest value
Technology
Peak
Owner & Executives
Nicholas Dane Vantrease
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #6810853
- Ownership
- 75% or more
(363) 644-5957
vertex.catalyst@zenithcapital.com
in linkedin.com/in/pathway-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,485,546 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,485,546 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,485,546
Public Funds:
25.1% Equity - Exchange:
8.7% Corporate - Investment Grade:
16.8% Equity - OTC:
20.9% Municipal Bonds:
28.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,835,865,135 | 25.1% |
| Equity - Exchange | $636,335,724 | 8.7% |
| Corporate - Investment Grade | $1,228,786,226 | 16.8% |
| Equity - OTC | $1,528,668,579 | 20.9% |
| Municipal Bonds | $2,084,548,063 | 28.5% |
| Total | $7,314,203,727 | 100.0% |