PROVENCE WEALTH MANAGEMENT GROUP

9481 Irvine Center Dr
Irvine, California 92618
Tel: (949) 222-6400

About PROVENCE WEALTH MANAGEMENT GROUP

PROVENCE WEALTH MANAGEMENT GROUP, formally registered with the SEC as PROVENCE WEALTH MANAGEMENT GROUP. The firm was established in 02/23/2018. They have over 2 offices throughout the country.

PROVENCE WEALTH MANAGEMENT GROUP is a Irvine, California based Financial Planning firm with nearly $275,731,404 assets under management, offering retirement planning & investment advisory services to 777 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	279037
SEC#	801-112522
Assets Managed by Firm	$275,731,404
No. of Clients	777
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	777	$275,731,404
Individuals (other than high net worth individuals)	202	$37,046,133
High net worth individuals	204	$207,431,973
Pension and profit sharing plans	35	$26,687,503
Charitable organizations	Fewer than 5 clients	$2,246,008
Corporations or other businesses	6	$2,319,787

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