Provident Wealth Management Inc.
Provident Wealth Management Inc. (CRD# 107021) is a financial advisory firm headquartered in Erie, PA. They manage $25,744,055 in 118 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Provident Wealth Management Inc.
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts118ACCOUNTS
-
Average Account Value$218,170
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Provident Wealth Management Inc.
1
Donald Smith (CRD# 1134141) is an Investment Advisor Representative working at Provident Wealth Management Inc. in Erie, PA and has over 41 years of experience in the finance industry.
2
Richard Smith (CRD# 5969425) is an Investment Advisor Representative working at Provident Wealth Management Inc. in Erie, PA and has over 9 years of experience in the finance industry.
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