PROVENANCE WEALTH ADVISORS

200 East Las Olas Boulevard
19th Floor
Fort Lauderdale, Florida 33301
Tel: 954-712-8888

About PROVENANCE WEALTH ADVISORS

PROVENANCE WEALTH ADVISORS, formally registered with the SEC as PROVENANCE WEALTH ADVISORS. The firm was established in 06/25/2018. They have over 7 offices throughout the country.

PROVENANCE WEALTH ADVISORS is a Fort Lauderdale, Florida based Financial Planning firm with nearly $2,615,605,368 assets under management, offering retirement planning & investment advisory services to 2046 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126529
SEC#	801-113505
Assets Managed by Firm	$2,615,605,368
No. of Clients	2046
No. of Advisors	50

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
Other (PORTFOLIO CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2046	$2,615,605,368
Individuals (other than high net worth individuals)	1392	$417,551,831
High net worth individuals	348	$1,099,398,807
Pension and profit sharing plans	135	$776,095,940
Charitable organizations	6	$3,968,565
Corporations or other businesses	165	$318,590,225

More Retirement Planning firms in Fort Lauderdale, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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