Provident Wealth Management, Llc
- Regulatory AUM
- $759M
- Discretionary
- $759M
- Clients
- 328
- Avg AUM / client
- $2.3M
- Accounts
- 1,209
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 148 | $53.2M | 7.01% |
| High net worth individuals | 175 | $688M | 90.7% |
| Charitable organizations | 5 | $17.5M | 2.31% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Keith Edward Mckissock | Chief Compliance Officer | Jul 2005 (21y) | Less than 5% | |
| Andrew David Knell | Trustee | May 2018 (8y) | 75% or more | |
| Knell, Keith, Robert | Trustee | May 2021 (5y) | 75% or more | |
| Robert Charlton Lentz | Registered representative | Feb 2009 (17y) | ||
| Paul Jacob Hayden | Registered representative | May 2021 (5y) | ||
| Laurence Gillston | Registered representative | Aug 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pwmadsr Trust | Owner | May 2021 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $729M (96% of AUM) Mar 2026
- Sei Investments Distribution Co. $22.4M (3% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗