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PROVISION WEALTH MANAGEMENT, INC
CRD 287500
8601 SIX FORKS ROAD, SUITE 400, RALEIGH, NC, 27615, United States
Phone
919-537-9766
Fax
919-287-2799
Registration
— (—)
Source
State registered
Total AUM
$97.6M
Discretionary AUM
$93.5M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $37.8M |
| High net worth individuals | 65 | $58.4M |
All web addresses on file
Official SEC filing: View on IAPD