Provident Trust Company

Provident Trust Company (CRD# 110118) is a financial advisory firm headquartered in Waukesha, WI. They manage $2,231,398,009 in 927 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,231
    MILLION
  • Total Number of Accounts
    927
    ACCOUNTS
  • Average Account Value
    $2,407,118
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, PA, TX, WI

Financial Advisors at Provident Trust Company
Showing 1 - 5 of 5 top financial advisors.
1
Michael A. Schelble
CRD#: 2353554
N16w23217 Stone Ridge Dr., Suite 310, Waukesha, WI 53188
96
Wealthminder
score

Michael Schelble (CRD# 2353554) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 22 years of experience in the finance industry.

2
Carl J. Smith
CRD#: 2417371
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188
93
Wealthminder
score

Carl Smith (CRD# 2417371) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 8 years of experience in the finance industry.

3
Thomas N. Tuttle
CRD#: 4611041
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188
93
Wealthminder
score

Thomas Tuttle (CRD# 4611041) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 6 years of experience in the finance industry.

4
Lee G. Wolcott
CRD#: 2004407
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188
93
Wealthminder
score

Lee Wolcott (CRD# 2004407) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 27 years of experience in the finance industry.

5
James S. Harkness
CRD#: 4375804
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI 53188
90
Wealthminder
score

James Harkness (CRD# 4375804) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has 1 year of experience in the finance industry.

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