Provence Wealth Management Group

Provence Wealth Management Group (CRD# 279037) is a financial advisory firm headquartered in Irvine, CA. They manage $100,505,956 in 348 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $288,810
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Provence Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
1
Fina L. Sneed
CRD#: 5429010
114 Pacifica-suite 220, Irvine, CA 92618
93
Wealthminder
score

Fina Sneed (CRD# 5429010) is an Investment Advisor Representative working at Provence Wealth Management Group in Irvine, CA and has over 10 years of experience in the finance industry.

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