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

PROVIDENCE WEALTH ADVISORS, LLC

Advisory

AL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in AL

#148

of 158 advisers by AUM

Average account

$564K

across 87 accounts

AUM per adviser

$49M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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WESTON PETER WOODBURY

$53M

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