Provenance Wealth Advisors

Provenance Wealth Advisors (CRD# 126529) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $2,615,605,368 in 2,046 accounts and serve the financial needs of clients across 32 states (or territories).

Current Firm Details
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301
https://twitter.com/provwealth
By the Numbers
  • Total Assets Under Management
    2,616
    MILLION
  • Total Number of Accounts
    2,046
    ACCOUNTS
  • Average Account Value
    $1,278,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Provenance Wealth Advisors
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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