RIA Intel›Advisers›Tennessee›PROVIDENT WEALTH, LLC

PROVIDENT WEALTH, LLC

Advisory

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

Rank in TN

#292

of 380 advisers by AUM

Average account

$336K

across 293 accounts

AUM per adviser

$98M

1 adviser

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

Total AUM

$98M

Discretionary %

100%

Clients

113

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$98M

Discretionary AUM$98M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients113

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

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

113 clients

30 high-net-worth

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

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Advisers of similar size in TN

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

SECTOR CAPITAL MANAGEMENT, L.L.C.

MEMPHIS, TN

$100M

-9.1% 1Y

FUERST FINANCIAL GROUP, INC.

CHATTANOOGA, TN

$101M

PINNACLE WEALTH MANAGEMENT, LLC

DYERSBURG, TN

$95M

SHANKLIN CAPITAL MANAGEMENT INC

JACKSON, TN

$102M

STRATEGIC WEALTH PARTNERS LLC

FRANKLIN, TN

$102M

HARMONIC INVESTMENT MANAGEMENT, INC.

MEMPHIS, TN

$95M

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