PROVIDENT WEALTH MANAGEMENT INC

ERIE, Pennsylvania·1 registered advisor·CRD# 107021
SEC# 801-30754814-455-7523
01

Firm Overview

AUM
$17M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PROVIDENT WEALTH MANAGEMENT INC

1 registered advisor
Donald Lee Smith
ERIE, Pennsylvania
ChFC
05

Office Locations

ERIE, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. PROVIDENT WEALTH MANAGEMENT INC (CRD# 107021) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.