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PROVIDENT TRUST COMPANY

WAUKESHA, WI · CRD 110118 · IAPD ↗ · provtrust.com · 262-521-2300

$6.86BRegulatory AUM
2Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
May 2026 — PROVIDENT TRUST COMPANY notice-filed in NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2026 — PROVIDENT TRUST COMPANY notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
August 2025 — PROVIDENT TRUST COMPANY notice-filed in CO, CT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.