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| Keyboard |
| Provision Asset LLC
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|---|---|
| CRD # | 282183 |
| SEC # | 801-132214 |
| CIK # | |
| AUM | 150.7 M (2026-05-07) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 972-987-9651 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 417 | 95.5 |
| (b) Individuals (high net worth individuals) | 42 | 54.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.2 |
| (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 | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,013 | 150.7 |
| By Discretionary | ||
| Discretionary | 1,013 | 150.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,013 | 150.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.7 | |
| Total | 1,013 | 150.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 454 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 151.2 M |
|
Omicron Advisors LLC
✚
|
PA | 151.2 M |
|
Renaissance Holdings LLC
✚
|
MS | 150.9 M |
|
KUHN Wealth Management Inc
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IL | 150.8 M |
|
Veritas Wealth Partners LLC
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150.7 M | |
|
Aureum Wealth Management LLC
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|
FL | 150.6 M |
|
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NY | 150.5 M |
|
North Woods Asset Management LLC
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|
NY | 150.4 M |
|
1015 Capital Partners LLC
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|
150.4 M | |
|
Auerbach Investment Services LLC
✚
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PA | 150.2 M |