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Providence Wealth Advisors, LLC

● SEC registered since 2010CRD 153646SEC# 801-71352Frankfort, IL
Export (members)
Reg. AUM
$601.1M
Employees
11
Accounts
1,282
Location
Frankfort, IL

Providence Wealth Advisors, LLC assets under management

Providence Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Frankfort, IL. The firm has been registered since 2010. It reports $601.1 million in regulatory assets under management and employs 11 people.

Providence Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Douglas Anthony Degroot ControlManagerUnder 5%2010
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2010
Providence Bank LLC ControlSole MemberOver 75%2010

Frequently asked questions

How much does Providence Wealth Advisors, LLC manage?

Providence Wealth Advisors, LLC reports $601.1 million in regulatory assets under management on its Form ADV.

How many employees does Providence Wealth Advisors, LLC have?

Providence Wealth Advisors, LLC reports 11 employees.

Where is Providence Wealth Advisors, LLC located?

Providence Wealth Advisors, LLC is based in Frankfort, IL and has been SEC-registered since 2010.

Does Providence Wealth Advisors, LLC disclose fund performance?

Providence Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20220 South Lagrange Road, Frankfort, IL 60423
Phone815-306-2020
Fax815-306-2021
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$601.1M
Non-discretionary$0
Total (RAUM)$601.1M