Providence Wealth Management LLC
● SEC registered since 2022CRD 144902SEC# 801-123273Knoxville, TN
Reg. AUM
$151.8M
Employees
8
Accounts
677
Location
Knoxville, TN
Providence Wealth Management LLC assets under management
Providence Wealth Management LLC operates as an SEC-registered investment adviser based in Knoxville, TN. The firm has been registered since 2022. It reports $151.8 million in regulatory assets under management and employs 8 people.
Providence Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Garrett Andrew Crawford Control | President | Under 5% | 2013 |
| Paul Warren Cochran Control | Managing Member/Cco | Over 75% | 2007 |
Frequently asked questions
How much does Providence Wealth Management LLC manage?
Providence Wealth Management LLC reports $151.8 million in regulatory assets under management on its Form ADV.
How many employees does Providence Wealth Management LLC have?
Providence Wealth Management LLC reports 8 employees.
Where is Providence Wealth Management LLC located?
Providence Wealth Management LLC is based in Knoxville, TN and has been SEC-registered since 2022.
Does Providence Wealth Management LLC disclose fund performance?
Providence Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2030 Falling Waters Road, Suite 175, Knoxville, TN 37922 |
| Phone | 865-691-6699 |
| Fax | 865-691-6697 |
| Office hours | M-Th 9-5 p.m., Friday 9-Noon |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.8M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$151.8Mregulatory AUM
Discretionary $151.8M