# Provident Wealth Management

Provident Wealth Management is a Multi Family Office based in Burlington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Burlington, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Assets under management:** Undisclosed
- **Website:** providentwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/provident-wealth-management

## Regulatory record

- **CRD number:** 299389
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299389

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## 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.

## Related profiles

- [J.PAPPAS INVESTMENTS](https://altss.com/profile/jpappas-investments)
- [Personal Wealth Planning, LLC](https://altss.com/profile/personal-wealth-planning-llc)

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Last updated: 2026-07-06T01:24:23.723Z

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