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Provenance Wealth Advisors

Also known as provenance wealth

Wealth ManagerFort Lauderdale, United StatesFounded 2000

Fort Lauderdale

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About Provenance Wealth Advisors

Provenance Wealth Advisors is a wealth manager based in Fort Lauderdale, US. Founded in 2000.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Provenance Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $4.4B
Total Clients: 4,358
Filing Date: January 9, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to Provenance Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

13F

Provenance Wealth Advisors, LLC

Jul 24, 2026 · 2026 Q2

$1.0B

13F

Provenance Wealth Advisors, LLC

Apr 20, 2026 · 2026 Q1

$944.5M

FORM ADV

PROVENANCE WEALTH ADVISORS

Jan 9, 2026

$4.4B

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Provenance Wealth Advisors?

Provenance Wealth Advisors is a wealth manager based in Fort Lauderdale, United States.

Where is Provenance Wealth Advisors headquartered?

Provenance Wealth Advisors is headquartered in Fort Lauderdale, United States.

When was Provenance Wealth Advisors founded?

Provenance Wealth Advisors was founded in 2000.

How can I contact Provenance Wealth Advisors?

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