{
  "crd_number": 299389,
  "slug": "provident-wealth-management-burlington-nc-299389",
  "primary_business_name": "PROVIDENT WEALTH MANAGEMENT",
  "legal_name": "PROVIDENT WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Burlington",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "15500",
  "metro": {
    "cbsa_code": "15500",
    "common_name": "Burlington",
    "msa_name": "Burlington, NC",
    "path": "/advisors/nc/burlington"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-09-05",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-08-05",
  "carried_forward": false,
  "raum_total": 85163450.0,
  "raum_discretionary": 17708005.0,
  "raum_non_discretionary": 67455445.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 327445.0,
      "count": 1,
      "description": "401K PLAN",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 578486.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 17129519.0,
      "count": 145
    },
    "corporations_other_businesses": {
      "raum": 67128000.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/ProvidentWealthManagement",
    "https://linkedin.com/company/provident-wealth-management/posts?feedView=all",
    "https://linkedin.com/in/katrinastalls",
    "https://linkedin.com/in/laura-collins-62b2b3a",
    "https://provident-wealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299389",
  "city_as_filed": "BURLINGTON",
  "url": "https://advisorcensus.com/firm/provident-wealth-management-burlington-nc-299389",
  "display_name": "Provident Wealth Management",
  "summary": "Provident Wealth Management is a state-registered investment advisory firm in Burlington, NC, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.",
  "citation": "AdvisorCensus. Provident Wealth Management (CRD 299389): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Provident Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Provident Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Provident Wealth Management located?",
      "a": "Provident Wealth Management's principal office is in Burlington, NC, according to its Form ADV."
    },
    {
      "q": "Is Provident Wealth Management registered with the SEC or a state?",
      "a": "Provident Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299389."
    },
    {
      "q": "How much does Provident Wealth Management manage?",
      "a": "Provident Wealth Management reports $85,163,450 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (21% discretionary)."
    },
    {
      "q": "What types of clients does Provident Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); corporations or other businesses not listed above (2); charitable organizations (1)."
    },
    {
      "q": "Does Provident Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299389"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/provident-wealth-management-burlington-nc-299389.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 145,
      "fewer_than_5": false,
      "raum": 17129519.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 578486.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 67128000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": true,
      "raum": 327445.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299389",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}