Providence Wealth Management LLC

Providence Wealth Management, LLC, established in 2007 by Paul W. Cochran, offers asset management co-advisor services in partnership with Gradient Investments, LLC. The firm provides financial planning and consulting services, charging negotiable quarterly fees based on assets managed. Clients may impose restrictions on investments, and PWM does not participate in wrap fee programs. As of December 31, 2024, PWM managed $129,236,227 in discretionary assets. The firm's investment strategy is tailored to each client's goals and objectives, utilizing fundamental, technical, and cyclical analysis methods. PWM does not charge performance-based fees to avoid conflicts of interest. The firm serves individuals, high net worth individuals, and corporations, with no minimum account size required. PWM's Chief Compliance Officer, Paul Cochran, oversees the firm's operations and supervises investment advisor representatives. Garrett Crawford, CFP®, and Adam Reed are also supervised by Cochran, with Crawford specializing in insurance sales and Reed in investment advisory services. Clients are encouraged to vote their own proxies, and PWM accepts discretionary authority for trading on behalf of clients. The firm does not vote proxies on securities and does not receive external compensation for the sale of securities to clients. Clients receive account statements quarterly from qualified custodians. PWM's financial condition is stable, with no bankruptcy petitions in the last ten years. Cochran, Crawford, and Reed have clean disciplinary records and disclose any conflicts of interest related to their insurance agent activities. Additional compensation received by the supervised persons is disclosed, and the firm's fiduciary duty is emphasized to prioritize client interests.