Provident Wealth, LLC

Provident Wealth, LLC (CRD# 288660) is a financial advisory firm headquartered in Knoxville, TN. They manage $69,798,443 in 267 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 24534, Knoxville, TN 37933
https://www.myprovidentwealth.com/
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $261,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Provident Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas Vantrease, financial advisor Knoxville TN
Nicholas D. Vantrease
CRD#: 6810853
Knoxville, TN

Nicholas Vantrease (CRD# 6810853) is an Investment Advisor Representative working at Provident Wealth, LLC in Knoxville, TN and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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