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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PROVIDENCE WEALTH MANAGEMENT LLC

CRD 144902

KNOXVILLE, 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:4f43775e-3544-95f0-67da-72f43d9d7062

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 20, 2022 to Apr 14, 2026
8 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $152MItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $152M
Private client RAUM: $152MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $50.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 677
Individual clients: 157
High net worth clients: 48
SEC number: 801-123273
CRD: 144902
Filings on the tape: 8
First filed: Jan 20, 2022
Latest filed: Apr 14, 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
GARRETT ANDREW CRAWFORD	Certified Financial Planner	KNOXVILLE, TN	13	13	n/a	no
PAUL WARREN COCHRAN	n/a	KNOXVILLE, TN	2	25	n/a	no
Adam Bryant Reed	n/a	KNOXVILLE, TN	1	16	n/a	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
COCHRAN, PAUL, WARREN	MANAGING MEMBER/CCO	D	yes	06/2007	Jan 20, 2022	Feb 8, 2024
LANDIS, BRUCE, EDWARD	OWNER/MEMBER	D	yes	06/2007	Jan 20, 2022	Feb 8, 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
PROVIDENCE ADVISORS GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
PROVIDENCE LTC ADVISORS, INC.	n/a	n/a	n/a	N	yes	n/a
PROVIDENCE TAX ADVISORS, LLC	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; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 14, 2026	$152M	$152M	8	3	n/a	n/a
2024	Mar 13, 2025	$129M	$129M	8	3	n/a	n/a
2023	Feb 8, 2024	$109M	$109M	7	2	n/a	n/a
2022	Feb 8, 2023	$96.2M	$93.1M	7	2	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	0	0	0.0%	0	0	0	0	0

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	$152M	$129M	17.5%	$96.2M	16.4%	8	8	0	0

Relationships

Registered with (3)

← Adam Bryant ReedAdvisorregistration: current employment
Mar 13, 2025 to presentfactForm ADV
← PAUL WARREN COCHRANAdvisorregistration: current employment
Feb 8, 2024 to presentfactForm ADV
← GARRETT ANDREW CRAWFORDAdvisorregistration: current employment
Aug 16, 2013 to presentfactForm ADV

Controls (2)

← COCHRAN, PAUL, WARRENOwnerMANAGING MEMBER/CCO, ownership code D, individual
Jan 20, 2022 to Feb 8, 2024factForm ADV
← LANDIS, BRUCE, EDWARDOwnerOWNER/MEMBER, ownership code D, individual
Jan 20, 2022 to Feb 8, 2024factForm ADV

Dated events

Occurred
Jan 20, 2022
First Form ADV filing
Providence Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f43775e-3544-95f0-67da-72f43d9d7062
First observed: Jan 20, 2022
Last observed: Apr 14, 2026 5 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.

PROVIDENCE WEALTH MANAGEMENT LLC

CRD 144902

KNOXVILLE, 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:4f43775e-3544-95f0-67da-72f43d9d7062

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GARRETT ANDREW CRAWFORD

Certified Financial Planner

KNOXVILLE, TN

n/a

PAUL WARREN COCHRAN

n/a

KNOXVILLE, TN

n/a

Adam Bryant Reed

n/a

KNOXVILLE, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COCHRAN, PAUL, WARREN

MANAGING MEMBER/CCO

yes

06/2007

Jan 20, 2022

Feb 8, 2024

LANDIS, BRUCE, EDWARD

OWNER/MEMBER

yes

06/2007

Jan 20, 2022

Feb 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PROVIDENCE ADVISORS GROUP, LLC

n/a

yes

n/a

PROVIDENCE LTC ADVISORS, INC.

n/a

yes

n/a

PROVIDENCE TAX ADVISORS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$152M

n/a

2024

Mar 13, 2025

$129M

n/a

2023

Feb 8, 2024

$109M

n/a

2022

Feb 8, 2023

$96.2M

$93.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$152M

$129M

17.5%

$96.2M

16.4%