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Providence Wealth Management LLC

EST. AUM
$149,551,254

CONTACTS
1

CLIENT ACCOUNTS
661

Firm Details

Metro area Knoxville
CRD Number 144902
Website providenceadvisors.com
Client types

Overview

Providence Advisors Group consists of Providence Wealth Management, LLC, a Registered Investment Advisory Firm. Their top priority is managing risk to ensure clients do not take on more risk than necessary to achieve their desired outcomes. The firm exclusively uses ETFs in its portfolios, focusing on indexing across all major asset classes. Client accounts are monitored continuously throughout the trading day, with portfolios automatically rebalanced based on a predetermined variance, thus eliminating emotion and subjectivity from the process. This approach ensures that investments are consistently bought low and sold high.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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