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PROVENANCE WEALTH ADVISORS
PROVENANCE WEALTH ADVISORS, LLC
CRD 126529 · SEC 801-113505
200 EAST LAS OLAS BOULEVARD, 19TH FLOOR, FORT LAUDERDALE, FL, 33301, United States
Phone
954-712-8888
Fax
954-712-8900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.44B
Discretionary AUM
$2.14B
Team
52 total employees; 20 advisory reps; 80 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPORTFOLIO CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2538 | $234.5M |
| High net worth individuals | 547 | $2.71B |
| Pension/profit sharing plans | 120 | $1.10B |
| Charitable organizations | 6 | $9.4M |
| Corporations/business entities | 131 | $388.7M |
States served
AL, AZ, CA, CO, GA, IL, IN, KY, LA, MD, MA, MI, MS, NE, NV, NJ, NY, NC, OH, PA, SC, TN, UT, VA, WI, WY, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD