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| Provenance Wealth Advisors LLC
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|---|---|
| CRD # | 126529 |
| SEC # | 801-113505 |
| CIK # | 0002081584 |
| AUM | 4,444.5 M (2026-01-09) |
| Employees | 52 (38% Investors, 38% Brokers) |
| Phone | 954-712-8888 |
| Address | 200 East Las Olas Boulevard Fort Lauderdale, FL 33301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.8 | ||
| Apple Inc | 10.0 | ||
| Microsoft Corp | 4.0 | ||
| Caterpillar Inc | 2.3 | ||
| Amazon Com Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,538 | 0.2 |
| (b) Individuals (high net worth individuals) | 547 | 2.7 |
| (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 | 120 | 1.1 |
| (h) Charitable organizations | 6 | 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 | 131 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,358 | 4.4 |
| By Discretionary | ||
| Discretionary | 1,884 | 2.1 |
| Non-Discretionary | 2,474 | 2.3 |
| Total | 4,358 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 4,358 | 4.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002081584] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 80 |
| Serves | Institutional, Retail |
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