CRD: 130417
Provident Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Unison meridianSummit
- Established Date
- 02-12-2004
- Office Locations
- 2
Office Locations
About Provident Wealth Management, LLC
Provident Wealth Management, LLC (OneTrustedAdvisor) is an RIA serving financially independent entrepreneurs, coordinating tax, estate and broader financial strategies alongside portfolio construction. Portfolios commonly use ETFs and mutual funds across equity and fixed income. Client service is supported by an eMoney portal, and the firm works with custodians including Charles Schwab.
Team overview
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Client Personas
CRM
Custodian
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Platform
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Technology
Owner & Executives
ANDREW DAVID KNELL
Chief Compliance Officer
- CRD
- #6840600
- Ownership
- 75% or more
KEITH ROBERT KNELL
Owner
- CRD
- --
- Ownership
- 75% or more
Atlas glacier
Beacon unison momentum
- CRD
- #70394
- Ownership
- 20.5%
Showing 2 of 3 owners & executives
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Laurence Gillston
--
- CRD
- #6949244
PAUL JACOB HAYDEN
Chief Financial Officer
- CRD
- #6777169
Radial pioneer
Horizon beacon
- CRD
- #99082
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $758,518,214 | $627,393 |
| Non-Discretionary | $0 | -- |
| Total | $758,518,214 | $627,393 |
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Separately Managed Accounts
Total SMA Asset: $758,518,214
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $571,548,964 | 43.6% |
| Cash | $243,825,934 | 18.6% |
| Equity - Exchange | $495,517,222 | 37.8% |
| Total | $1,310,892,120 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER DELTA | SIGNAL FOCUS | V4C9Q3I1I | ZYHLX | 1.96% | $59,215,516 |
| LEGACY PEAK MOMENTUM | MERIDIAN PIONEER | C53U25HAA | LXOZ | 5.85% | $64,057,207 |
| MATRIX CREST | MERIDIAN CATALYST | P6PXHUQXV | PJZO | 1.63% | $29,620,720 |
| VALUE BRIDGE OAK | VERTEX BRIDGE | 9VIATKKV7 | MWT | 8.09% | $2,070,046 |
| VITAL HARBOR | CAPITAL OAK | LA42MU63S | SGL | 4.22% | $79,850,773 |
| PRIME EAGLE CATALYST | RADIAL MATRIX | DF1AU7FYN | RUXKX | 9.10% | $48,967,222 |
| INSIGHT EMBER | HORIZON EMBER | UCICEL0B5 | IVFAW | 11.87% | $107,721,200 |
| ATLAS OPTIMA RADIAL | QUANTUM ALPHA | WT5V1JMV7 | SQJD | 11.80% | $99,934,847 |