RIA Intel›Advisers›North Carolina›PROVIDENT WEALTH MANAGEMENT, INC.

PROVIDENT WEALTH MANAGEMENT, INC.

Advisory

BURLINGTON, NC

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in NC

#432

of 516 advisers by AUM

Average account

$314K

across 271 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$85M

Discretionary AUM$18M

Non-Discretionary AUM$67M

Discretionary %20.8%

Total Clients149

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC, TX

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

149 clients

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

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