PROVENANCE WEALTH ADVISORS, LLC
Doing business as PROVENANCE WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$3,627,176,290
Discretionary
$1,806,501,369
Non-discretionary
$1,820,674,921
Firm details
- CRD number
- 126529
- SEC file number
- 801-113505
- Main office
- FORT LAUDERDALE, FL, United States
- Employees
- 52
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.