PROVIDENT WEALTH MANAGEMENT INC

ERIE, Pennsylvania·2 registered advisors·CRD# 107021

SEC# 801-30754814-455-7523

01

Firm Overview

AUM

$17M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

2

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 Planning Investment Management Wealth Management

04

Advisors at PROVIDENT WEALTH MANAGEMENT INC

2 registered advisors

David Lynn Smith

ERIE, Pennsylvania

Donald Lee Smith

ERIE, Pennsylvania

05

Office Locations

ERIE, Pennsylvania

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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.