Data / Investment advisers / Wisconsin / Provident Trust Company
Provident Trust Company, Waukesha, WI: $6.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Provident Trust Company is an SEC registered investment adviser with its main office in Waukesha, Wisconsin and reports $6.9 billion in regulatory assets under management in its Form ADV filed April 8, 2026. Its clients include high net worth individuals, charitable organizations and investment companies. It is paid through a percentage of assets under management.
The request: Watch Provident Trust Company (CRD number 110118): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 110118
- SEC file number
- 801-58213
- SEC status
- Approved, effective December 15, 2000
- Main office
- N16 W23217 Stone Ridge Drive Suite 310, Waukesha, WI 53188
- Phone
- (262) 521-2300
- Website
- provtrust.com
- Regulatory AUM
- $6,858,453,576 in the Form ADV filed April 8, 2026
- Discretionary AUM
- $6,858,369,423
- Non discretionary AUM
- $84,153
- Accounts
- 1,037
- Employees
- 12, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 814 | $5.81 billion |
| Charitable organizations | 41 | $839.9 million |
| Investment companies | 1 | $209.1 million |
| Individuals (other than high net worth individuals) | 178 | $877,478 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $6.86 billion | January 30, 2026 |
| December 1, 2025 | $6.62 billion | July 25, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Heck Capital Advisors, LLC | Rhinelander | $11.31 billion | Not listed | adviserinfo.sec.gov |
| Johnson Wealth Inc. | Milwaukee | $10.35 billion | Not listed | adviserinfo.sec.gov |
| Harbour Investments, Inc. | Madison | $9.60 billion | Not listed | adviserinfo.sec.gov |
| Orgel Wealth Management, LLC | Altoona | $9.55 billion | Not listed | adviserinfo.sec.gov |
| Annex Wealth Management, LLC | Brookfield | $8.05 billion | Not listed | adviserinfo.sec.gov |
| Nicholas Co Inc | Milwaukee | $6.08 billion | Not listed | adviserinfo.sec.gov |
| Dana Investment Advisors Inc | Waukesha | $6.08 billion | Not listed | adviserinfo.sec.gov |
| Geneva Capital Management LLC | Milwaukee | $5.60 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Provident Trust Company on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.