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Provident Wealth Management
PROVIDENT WEALTH MANAGEMENT is a state-registered investment adviser in BURLINGTON, NC. The firm manages $54 million in assets, $15 million on a...
Overview
PROVIDENT WEALTH MANAGEMENT is a state-registered investment adviser in BURLINGTON, NC. The firm manages $54 million in assets, $15 million on a discretionary basis. It has 6 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Burlington
Corporate office
Newport Beach, CA, United States
Sector focus
Frequently asked questions
How does Provident Wealth Management source proprietary deal flow?
No public information exists on the firm's deal-sourcing model. As an RIA with a low public profile, it probably relies on family networks, intermediaries, and traditional GP relationships common to U.S. wealth advisory firms.
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