Provident Financial Planning, LLC
Provident Financial Planning, LLC is an SEC-registered ria in Plano, TX with $174.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Provident Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291830, SEC 801-123142, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $174.2M (2026-03-24)
- Firm type
- Ria
- Location
- Plano, TX
- Employees
- 2
- Clients
- 72
- CRD
- 291830
- Ownership
- MICHEL, PAUL, SHANNON; Reinig, Neal; Montgomery, Zachary, Joseph; Manson, Creig
How much AUM does Provident Financial Planning, LLC have?
Provident Financial Planning, LLC reported $174.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Provident Financial Planning, LLC?
Disclosed owners and executives of Provident Financial Planning, LLC include MICHEL, PAUL, SHANNON, Reinig, Neal, Montgomery, Zachary, Joseph, Manson, Creig. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.