This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Principal · SSG · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Atlas
- Established Date
- 01-07-1992
- Office Locations
- 1
Office Locations
About Provident Wealth Management INC
Provident Wealth Management Inc is an Erie, PA registered investment adviser serving retail and institutional relationships with investment management and comprehensive planning (tax, estate, and insurance). Portfolios emphasize asset allocation and risk management, implemented primarily with public funds/mutual funds and investment-grade corporate and U.S. government/agency bonds, with limited ETF use. Independent, owner-led firm, custody through platforms such as Schwab and LPL.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DONALD LEE SMITH
Owner, President
- CRD
- #1134141
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
RICHARD EDWARD SMITH II
Private Wealth Advisor
- CRD
- #5969425
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,905,905 | $173,227 |
| Non-Discretionary | $9,838,150 | $186,067 |
| Total | $25,744,055 | $173,740 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $25,744,055
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,381,730,343 | 24.2% |
| Corporate - Investment Grade | $502,447,397 | 8.8% |
| Cash | $1,804,242,927 | 31.6% |
| U.S. Government/Agency | $1,027,733,313 | 18.0% |
| Equity - Exchange | $993,475,537 | 17.4% |
| Total | $5,709,629,517 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY PATHWAY ZENITH | DELTA TIMBER | 1XVIEU3HO | ZDQWP | 5.73% | $112,598,662 |
| GLACIER PRIME | WAVE BRIDGE | AQX0AFAWT | CUPRC | 0.85% | $56,894,528 |
| FOUNDATION UNISON | EMBER SIGNAL | 0OHBHKT4X | PEOK | 3.03% | $70,873,257 |
| ELEMENT RIDGE | OPTIMA GLACIER | 444OG4GET | EMDQ | 6.01% | $31,474,726 |
| WAVE NORTH FOCUS | WAVE CATALYST | C7NYGCUMU | ZLLY | 1.08% | $52,972,202 |
| EAGLE PATHWAY | QUANTUM FOCUS | C71OMBXWF | RRJLF | 10.20% | $115,437,402 |
| VITAL RADIAL FUSION | RADIAL SIGNAL | MQ82JQ2YH | NZSBP | 2.02% | $106,977,944 |
| PIONEER FOUNDATION EAGLE | FOCUS OAK | R9TRMNCZD | WOFQT | 11.24% | $59,088,025 |