RIA Intel›Advisers›Illinois›PROVIDENCE WEALTH ADVISORS, LLC

PROVIDENCE WEALTH ADVISORS, LLC

Advisory

N·FRANKFORT, IL

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$684M
1-Year AUM Growth
+15.0%
3-Year CAGR
+9.1%
Employees
6
Assets Under Management
Total AUM$684M
Discretionary AUM$684M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients641
Team
Total Employees6
Investment Advisers11
Employee Growth (1Y)+20.0%
Filing History
Total Filings on Record46
First FilingApr 13, 2010
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 46 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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