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| Happy Holidays!! thanks for using AUM13F!! |
| Provenance Wealth Advisors LLC
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|---|---|
| CRD # | 126529 |
| SEC # | 801-113505 |
| CIK # | 0002081584 |
| AUM | $3.5 B (2025-07-29) |
| Employees | 49 (43% Investors, 43% Brokers) |
| Phone | 954-712-8888 |
| Address | 200 East Las Olas Boulevard Fort Lauderdale, FL 33301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.0 | ||
| Apple Inc | 8.1 | ||
| Microsoft Corp | 5.5 | ||
| International Business Machines Corp | 1.3 | ||
| Caterpillar Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,415 | 0.7 |
| (b) Individuals (high net worth individuals) | 571 | 1.6 |
| (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 | 95 | 0.9 |
| (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 | 139 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,221 | 3.5 |
| By Discretionary | ||
| Discretionary | 2,039 | 2.1 |
| Non-Discretionary | 2,182 | 1.4 |
| Total | 4,221 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 4,221 | 3.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002081584] |
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|---|---|---|
|
Foster Group Inc
✚
|
IA | 3.5 |
|
Quotient Wealth Partners LLC
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TX | 3.5 |
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Highland Capital Management LLC
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TN | 3.5 |
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Krilogy Financial LLC
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MO | 3.5 |
|
Dearborn Partners LLC
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IL | 3.5 |
|
Clinton Investment Management LLC
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CT | 3.5 |
|
Western International Securities Inc
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|
CA | 3.5 |
|
Parkway Advisors LP
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|
TX | 3.5 |
|
Lindbrook Capital LLC
✚
|
CA | 3.5 |
|
Atalanta Sosnoff Management LLC
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|
NY | 3.5 |