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Providence Wealth Management LLC

● SEC registered since 2022CRD 144902SEC# 801-123273Knoxville, TN
Export (members)
Reg. AUM
$129.2M
Employees
8
Accounts
635
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 $129.2 million in regulatory assets under management and employs 8 people.
www.instagram.com/providenceadvisorsView on SEC.gov ↗

Providence Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Paul Warren Cochran ControlManaging Member/CcoOver 75%2007

Frequently asked questions

How much does Providence Wealth Management LLC manage?

Providence Wealth Management LLC reports $129.2 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

Address2030 Falling Waters Road, Suite 175, Knoxville, TN 37922
Phone865-691-6699
Fax865-691-6697
Office hoursM-Th 9-5 p.m., Friday 9-Noon
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.2M
Non-discretionary$0
Total (RAUM)$129.2M