|
⚲
|
| Provenance Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 126529 |
| SEC # | 801-113505 |
| CIK # | |
| AUM | $623.2 MM (2023-03-28) |
| Employees | 54 (37% Investors, 69% Brokers) |
| Phone | 954-712-8888 |
| Address | 515 East Las Olas Boulevard Fort Lauderdale, FL 33301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 108 | 623.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 108 | 623.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 108 | 623.2 |
| Total | 108 | 623.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 623.2 | |
| Total | 108 | 623.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Great Lakes Retirement Inc
✚
|
OH | 0.6 |
|
Twele Capital Management Inc
✚
|
MN | 0.6 |
|
Frazier Financial Advisors LLC
✚
|
OH | 0.6 |
|
Providence Capital Advisors LLC
✚
|
NC | 0.6 |
|
Investmark Advisory Group LLC
✚
|
CT | 0.6 |
|
Gilman Hill Asset Management LLC
✚
|
CT | 0.6 |
|
BRIO Consultants LLC
✚
|
CA | 0.6 |
|
Marathon Capital Management LLC
✚
|
MD | 0.6 |
|
Brickley Wealth Management
✚
|
CA | 0.6 |
|
Claremont Capital Management LLC
✚
|
AZ | 0.6 |