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PROVENANCE WEALTH ADVISORS
FORT LAUDERDALE, FL
954-712-8888
SEC #801-113505Total AUM
$4.4B
Employees
52Clients
3,342Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
200 EAST LAS OLAS BOULEVARD
19TH FLOOR
FORT LAUDERDALE
FL 33301
United States
19TH FLOOR
FORT LAUDERDALE
FL 33301
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
954-712-8888
Other Offices
6
Financials
Total AUM
$4.4B
Accounts
4,358Discretionary
$2.1B
Accounts
1,884Non-Discretionary
$2.3B
Accounts
2,474
Clients
Individual Clients
2,538AUM
$234.5M
HNW Individual Clients
547AUM
$2.7B
Pension/Profit Sharing Plan Clients
120AUM
$1.1B
Charitable Organization Clients
6AUM
$9.4M
Corporation or Business Clients
131AUM
$388.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.