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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PROVIDENT WEALTH MANAGEMENT, LLC

CRD 130417

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:350eb68a-c178-6adc-2c5f-797722bfec8b

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 7
On other graphs: 0
Observed: Mar 15, 2012 to Mar 18, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $759MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $759M
Private client RAUM: $741MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $152Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,209
Individual clients: 148
High net worth clients: 175
Custody, client assets: $358M
SEC number: 801-62799
CRD: 130417
Filings on the tape: 33
First filed: Mar 15, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, TN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEITH EDWARD MCKISSOCK	n/a	BRENTWOOD, TN	19	20	n/a	no
ROBERT CHARLTON LENTZ	n/a	BRENTWOOD, TN \| COLORADO SPRINGS, CO	17	29	1	no
ANDREW DAVID KNELL	n/a	BRENTWOOD, TN	8	11	n/a	no
PAUL JACOB HAYDEN	n/a	BRENTWOOD, TN	5	19	n/a	no
Laurence Gillston	n/a	BRENTWOOD, TN	5	14	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KNELL, ANDREW, DAVID	Trustee	E	yes	05/2021	Mar 27, 2019	Nov 19, 2024
KNELL, KEITH, ROBERT	Trustee	E	yes	05/2021	Jun 17, 2021	Nov 19, 2024
MCKISSOCK, KEITH, EDWARD	CHIEF COMPLIANCE OFFICER	Na	yes	07/2005	Mar 15, 2012	Nov 19, 2024
PWMADSR TRUST	Owner	E	yes	05/2021	Jun 17, 2021	Nov 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KEITH KNELL INSURANCE	n/a	n/a	n/a	N	yes	n/a
ONE TRUSTED ADVISOR ATTORNEYS AT LAW	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$759M	$759M	9	6	0	n/a	n/a
2024	Feb 27, 2025	$697M	$697M	9	6	0	n/a	n/a
2023	Feb 29, 2024	$589M	$589M	9	6	0	n/a	n/a
2022	Mar 24, 2023	$506M	$506M	9	6	0	n/a	n/a
2021	Mar 28, 2022	$535M	$535M	7	4	0	n/a	n/a
2020	Mar 10, 2021	$413M	$413M	6	4	0	n/a	n/a
2019	Mar 17, 2020	$354M	$354M	4	3	0	n/a	n/a
2018	Mar 27, 2019	$295M	$295M	6	5	0	n/a	n/a
2017	Feb 14, 2018	$269M	$0	6	3	0	n/a	n/a
2016	Feb 14, 2017	$251M	$0	6	2	n/a	n/a	n/a
2015	Feb 12, 2016	$209M	$0	2	2	n/a	n/a	n/a
2014	Feb 10, 2015	$187M	$0	2	2	n/a	n/a	n/a
2013	Mar 25, 2014	$153M	$0	2	2	n/a	n/a	n/a
2012	Mar 26, 2013	$141M	$0	2	2	n/a	n/a	n/a
2011	Mar 15, 2012	$110M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	1	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$759M	$697M	8.9%	$506M	14.4%	9	9	0	0

Relationships

Registered with (8)

← Laurence GillstonAdvisorregistration: current employment
Aug 24, 2021 to presentfactForm ADV
← PAUL JACOB HAYDENAdvisorregistration: current employment
May 25, 2021 to presentfactForm ADV
← ANDREW DAVID KNELLAdvisorregistration: current employment
May 23, 2018 to presentfactForm ADV
← ROBERT CHARLTON LENTZAdvisorregistration: current employment
Feb 12, 2009 to presentfactForm ADV
← KEITH EDWARD MCKISSOCKAdvisorregistration: current employment
Aug 2, 2007 to presentfactForm ADV
← MATTHEW SCOTT O'CONNORAdvisorregistration: previous registration
Aug 18, 2022 to Jul 13, 2026factForm ADV
← Wade BilbreyAdvisorregistration: previous registration
Oct 30, 2017 to Nov 29, 2021factForm ADV
← ROBERT STANTON BARMENAdvisorregistration: previous registration
Feb 26, 2004 to Sep 10, 2007factForm ADV

Controls (4)

← KNELL, KEITH, ROBERTOwnerTRUSTEE, ownership code E, individual
Jun 17, 2021 to Nov 19, 2024factForm ADV
← MCKISSOCK, KEITH, EDWARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 15, 2012 to Nov 19, 2024factForm ADV
← KNELL, ANDREW, DAVIDOwnerTRUSTEE, ownership code E, individual
Mar 27, 2019 to Nov 19, 2024factForm ADV
← PWMADSR TRUSTOwnerOWNER, ownership code E, domestic entity
Jun 17, 2021 to Nov 19, 2024factForm ADV

Dated events

Occurred
Jul 13, 2026
Advisor changed firm
Matthew Scott O'Connor left Provident Wealth Management, Llc for Focus Partners Wealth, Llc (registered 2026-07-21)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2023
Control person left
Robert Samuel Knell (Trustee) no longer on Schedule A of Provident Wealth Management, Llc (listed 2023-01-03, absent 2023-03-24)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Provident Wealth Management, Llc reported RAUM $534.9M, up 30% from $413.0M (2021-06-17 to 2022-03-28)
Form ADVobserved 5 days ago
$122M
Occurred
Jun 17, 2021
Control person left
Charlton R. Lentz (Vp Of Investment Mgmt) no longer on Schedule A of Provident Wealth Management, Llc (listed 2021-03-10, absent 2021-06-17)
Form ADVobserved 5 days ago
Occurred
Jun 17, 2021
Control person joined
R. Keith Knell (Trustee) appeared on Schedule A of Provident Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Jun 17, 2021
Control person joined
Robert Samuel Knell (Trustee) appeared on Schedule A of Provident Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 27, 2019
Control person joined
Andrew Knell (Trustee) appeared on Schedule A of Provident Wealth Management, Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:350eb68a-c178-6adc-2c5f-797722bfec8b
First observed: Mar 15, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PROVIDENT WEALTH MANAGEMENT, LLC

CRD 130417

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:350eb68a-c178-6adc-2c5f-797722bfec8b

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEITH EDWARD MCKISSOCK

n/a

BRENTWOOD, TN

n/a

ROBERT CHARLTON LENTZ

n/a

BRENTWOOD, TN | COLORADO SPRINGS, CO

ANDREW DAVID KNELL

n/a

BRENTWOOD, TN

n/a

PAUL JACOB HAYDEN

n/a

BRENTWOOD, TN

n/a

Laurence Gillston

n/a

BRENTWOOD, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KNELL, ANDREW, DAVID

Trustee

yes

05/2021

Mar 27, 2019

Nov 19, 2024

KNELL, KEITH, ROBERT

Trustee

yes

05/2021

Jun 17, 2021

Nov 19, 2024

MCKISSOCK, KEITH, EDWARD

CHIEF COMPLIANCE OFFICER

yes

07/2005

Mar 15, 2012

Nov 19, 2024

PWMADSR TRUST

Owner

yes

05/2021

Jun 17, 2021

Nov 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KEITH KNELL INSURANCE

n/a

yes

n/a

ONE TRUSTED ADVISOR ATTORNEYS AT LAW

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$759M

n/a

2024

Feb 27, 2025

$697M

n/a

2023

Feb 29, 2024

$589M

n/a

2022

Mar 24, 2023

$506M

n/a

2021

Mar 28, 2022

$535M

n/a

2020

Mar 10, 2021

$413M

n/a

2019

Mar 17, 2020

$354M

n/a

2018

Mar 27, 2019

$295M

n/a

2017

Feb 14, 2018

$269M

n/a

2016

Feb 14, 2017

$251M

n/a

2015

Feb 12, 2016

$209M

n/a

2014

Feb 10, 2015

$187M

n/a

2013

Mar 25, 2014

$153M

n/a

2012

Mar 26, 2013

$141M

n/a

2011

Mar 15, 2012

$110M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$759M

$697M

8.9%

$506M

14.4%