PROVIDENCE WEALTH ADVISORS, LLC

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UUIDe30dfe4f-50f5-5b3b-a808-4788b747060a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	153646	153646	—	1.0
sec_file_number	801-71352	801-71352	—	—

Profile

WebsiteHTTP://www.@providencewealth

HQ CityFRANKFORT

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)601,126,721.0
RAUM (discretionary)601,126,721.0
Actionable assets45,180,993.0
Accounts1,282.0

Institutional Clients

Government AUM2,698,983.0
Pension AUM0.0
Charitable AUM8,865,212.0
HNW AUM0.0

As of 2025-02-25 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
DEGROOT, DOUGLAS, ANTHONY	MANAGER	OFFICER	—	{"filing_id": "2014722", "owner_id": "5788056", "source": "adv_part1", "table": "Schedule_A_B"}
PROVIDENCE BANK LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2014722", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2014722", "owner_id": "1090963", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

DEGROOT, DOUGLAS, ANTHONY

MANAGER

OFFICER

—

{"filing_id": "2014722", "owner_id": "5788056", "source": "adv_part1", "table": "Schedule_A_B"}

PROVIDENCE BANK LLC

SOLE MEMBER

OFFICER

—

{"filing_id": "2014722", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

SADZEWICZ, GERY, JOSEPH

CHIEF COMPLIANCE OFFICER

EMPLOYEE

—

{"filing_id": "2014722", "owner_id": "1090963", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/11/2025 08:58:12 AM",
  "filing_id": "2014722",
  "reg_type": "IA"
}
```

PROVIDENCE WEALTH ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1