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PROVISE MANAGEMENT GROUP, LLC
CRD 105375 · SEC 801-32172
611 DRUID RD E. STE 105, CLEARWATER, FL, 33756, United States
Phone
[727] 441-9022
Fax
[727] 449-1625
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.03B
Discretionary AUM
$2.01B
Team
22 total employees; 16 advisory reps; 47 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 513 | $158.8M |
| High net worth individuals | 626 | $1.75B |
| Pension/profit sharing plans | 10 | $15.5M |
| Charitable organizations | 21 | $38.8M |
| Corporations/business entities | 20 | $71.1M |
States served
AL, CA, CO, GA, IL, LA, MD, MA, NE, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/provise-management-group-llc-
- https://www.youtube.com/@provisemanagementgroup
- https://open.spotify.com/show/4YUulETqzWLs4ER2ShyMlr
- https://upyourassets.org/#
- https://podcasts.apple.com/ca/podcast/up-your-assets/id1779355462
- https://www.youtube.com/@UpYourAssetswithRayFerraraCFP/videos
- HTTPS://WWW.FACEBOOK.COM/PROVISEMANAGEMENTGROUPLLC
- HTTP://WWW.PROVISE.COM
- https://x.com/pro_vise
- https://www.instagram.com/provisemanagement/
- https://www.instagram.com/upyourassetspodcast/
- https://www.tiktok.com/@upyourassetspodcast
Official SEC filing: View on IAPD