Robert
Lentz
Provident Wealth Management, LLC
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About this Advisor
Robert Lentz is a financial advisor working in Brentwood, Tennessee with 14 years of industry experience. Lentz works at Provident Wealth Management, LLC. They have been with Provident Wealth Management, Llc for the entirety of their career. Lentz has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee. Provident Wealth Management, LLC is a financial advisory business that has its headquarters in Brentwood, TN. It administers $506 million in total assets across its 1,218 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 1,218 accounts, 45% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company offers portfolio management for individuals and small businesses. Financial advisory fees typically are based on which services the firm provides the client. However, fee types charged by Provident Wealth Management, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Provident Wealth Management, LLC Brokerage Details
$506,343,267
9
1,218
$415,717
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Robert Lentz Work History
Robert has been registered as a financial advisor for 14 years.*
Provident Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Lentz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Provident Wealth Management, LLC
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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