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PROVIDENCE WEALTH ADVISORS, LLC

FRANKFORT, IL · CRD 153646 · IAPD ↗ · 815-306-2020

$684.4MRegulatory AUM
6Advisory reps
11Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — PROVIDENCE WEALTH ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — PROVIDENCE WEALTH ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — PROVIDENCE WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($497.2M -> $571.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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