PROVIDENT WEALTH MANAGEMENT, LLC
C19
CRD 130417·SEC 801-62799·BRENTWOOD, TN
AUM
$758.5M
$500M-$1B
Est. Revenue
$7.6M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $295.2M
'21 · $354.1M
'22 · $413.0M
'23 · $534.9M
'25 · $696.6M
'26 · $758.5M
'20'26
$295.2M → $758.5M▲ +157%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 3 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
5 advisors → 6 advisors▲ +20%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
101 WINNERS CIRCLESUITE 101BRENTWOOD, TN 37027
Business
101 WINNERS CIRCLESUITE 101BRENTWOOD, TN 37027
Edgar Recent Filings
13F-HR2026-04-17 · 0001398344-26-006673
13F-HR2026-01-28 · 0001398344-26-001490