Provident Wealth Management Inc.

Provident Wealth Management Inc. (CRD# 107021) is a financial advisory firm headquartered in Erie, PA. They manage $25,744,055 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3527 West 26th Street, Erie, PA 16506
http://www.providentwealth.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $218,170
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Provident Wealth Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald Smith, financial advisor Erie PA
Donald L. Smith
CRD#: 1134141
3527 West 26th Street, Erie, PA 16506

Donald Smith (CRD# 1134141) is an Investment Advisor Representative working at Provident Wealth Management Inc. in Erie, PA and has over 40 years of experience in the finance industry.

2
Richard Smith, financial advisor Erie PA
Richard E. Smith
CRD#: 5969425
3527 West 26th Street, Erie, PA 16506

Richard Smith (CRD# 5969425) is an Investment Advisor Representative working at Provident Wealth Management Inc. in Erie, PA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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