# Provident Wealth Management

> 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.

- CRD: 299389
- Filed as: PROVIDENT WEALTH MANAGEMENT
- Legal name: Provident Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burlington, NC
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299389
- AdvisorCensus page: https://advisorcensus.com/firm/provident-wealth-management-burlington-nc-299389

## Quick answers

**How is Provident Wealth Management compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Provident Wealth Management located?**
Provident Wealth Management's principal office is in Burlington, NC, according to its Form ADV.

**Is Provident Wealth Management registered with the SEC or a state?**
Provident Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299389.

**How much does Provident Wealth Management manage?**
Provident Wealth Management reports $85,163,450 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (21% discretionary).

**What types of clients does Provident Wealth Management serve?**
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).

**Does Provident Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $85,163,450
- Discretionary: $17,708,005
- Non-discretionary: $67,455,445

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $17,129,519 |
| Charitable organizations | 1 | $578,486 |
| Corporations or other businesses not listed above | 2 | $67,128,000 |
| Other | 1 | $327,445 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- provident-wealth.com
- Facebook @ProvidentWealthManagement
- LinkedIn @provident-wealth-management
- LinkedIn @katrinastalls
- LinkedIn @laura-collins-62b2b3a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Provident Wealth Management (CRD 299389): Form ADV filing data as of October 2026.