SourcingSourcing

PROVIDENCE WEALTH MANAGEMENT LLC

C38
CRD 144902·SEC 801-123273·KNOXVILLE, TN
AUM
$151.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$455K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROVIDENCE WEALTH MANAGEMENT LLC
CRD
144902
SEC file #
801-123273
EIN
—
DBA names
—

Economics

AUM
$151.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$112.0M → $151.8M▲ +36%
Client mix
Individuals Other157
Individuals High Net Worth48
Corporations1

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
KNOXVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
instagram.com/providenceadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COCHRAN, PAUL, WARREN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COCHRAN, PAUL, WARREN
CRAWFORD, GARRETT, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4902875
Trust Company Affiliate
No

People (3)

3
COCHRAN, PAUL, WARREN
IAR · Direct Owner · 87.5%
4902875
CRAWFORD, GARRETT, ANDREW
IAR · Executive Officer · 2.5%
6238904
Adam Bryant Reed
IAR
7730152