SEC Form ADV · CIK 2081584

PROVENANCE WEALTH ADVISORS

Registered Investment AdviserFL
$3.6B
Assets Under Management
80
Total Clients
52
Employees
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Registration Details

CIK
2081584
Accession
crd-126529
Location
FORT LAUDERDALE, FL
Filing Date
September 24, 2026
AUM
$3.6B
Total Clients
80
Institutional Clients
125
Employees
52
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

PROVENANCE WEALTH ADVISORS is a registered investment adviser headquartered in FORT LAUDERDALE, FL, managing approximately $3.6B in assets across 80 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.