Adam Bryant Reed
Investment adviser representative at Providence Wealth Management LLC
16 yearsExperience
3 statesRegistered in
$151.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Providence Wealth Management, LLCMar 2025 to now
- Providence Ltc Advisors, Inc.Jan 2025 to now
- Mitch B Reed and Associates PllcApr 2023 to now
- Northwestern Mutual Investment Services LLCOct 2024 to Jan 2025
- Axiom Wealth ManagementApr 2023 to Jan 2025
- Campus OutreachMay 2019 to Apr 2023
- Full Time StudentAug 2010 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (LA, TN, TX).
Providence Wealth Management LLC
$151.8MAssets managed
206Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7730152
- Firm CRD
- 144902