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PROVENANCE WEALTH ADVISORS
Legal name: PROVENANCE WEALTH ADVISORS, LLC
CRD 126529File 801-113505
APPROVED
Retail clients
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.44B
Top 25% of cohort (national)
Discretionary AUM
$2.14B
Non-discretionary $2.30B
Clients
3,342
4,358 accounts
Employees
52
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 25, 2018
- Principal office
- 200 EAST LAS OLAS BOULEVARD, 19TH FLOOR, FORT LAUDERDALE, FL, 33301
- Phone
- 954-712-8888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.44B
- Discretionary AUM
- $2.14B
- Non-discretionary AUM
- $2.30B
- Discretionary accounts
- 1,884
- Non-discretionary accounts
- 2,474
- Total accounts
- 4,358
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 131 | $388.7M |
| Charitable organizations | 6 | $9.4M |
| High net worth individuals | 547 | $2.71B |
| Pension and profit sharing plans | 120 | $1.10B |
| Individuals (other than high net worth individuals) | 2,538 | $234.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.