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PROVISION ASSET, LLC

CRD 282183 · SEC 801-132214

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OK, United States

Phone

972-987-9651

Fax

972-499-5004

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.7M

Discretionary AUM

$150.7M

Team

6 total employees; 6 advisory reps; 454 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-05-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals417$95.5M
High net worth individuals42$54.0M
Charitable organizations2$701K
Other investment advisers1$162K
Corporations/business entities1$360K

States served

OK, TX, FL

All web addresses on file

Official SEC filing: View on IAPD