Key facts
- PROVENANCE WEALTH ADVISORS is a other based in FORT LAUDERDALE, FL.
- PROVENANCE WEALTH ADVISORS reports $3.0M in regulatory assets under management, per its SEC Form ADV (2026-01).
Registered with the SEC
Form ADV · 2026-01 · CRD 126529- Regulatory AUM
- $3.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 52
- Registered office
- FORT LAUDERDALE, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PROVENANCE WEALTH ADVISORS, LLC).
Free account
See the whole book
- ·Watchlist + alerts for PROVENANCE WEALTH ADVISORS's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for PROVENANCE WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is PROVENANCE WEALTH ADVISORS's AUM?
- PROVENANCE WEALTH ADVISORS manages approximately $3.0M in assets.