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Provenance Wealth Advisors

Headquartered in FORT LAUDERDALE, FL

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Firm Information

Provenance Wealth Advisors is a registered investment advisor headquartered in FORT LAUDERDALE, FL. The firm provides portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other entities. The firm manages over $2.6 billion in assets and employs 22 licensed agents and 23 investment advisor representatives.

Provenance Wealth Advisors

200 EAST LAS OLAS BOULEVARD

FORT LAUDERDALE, FL 33301

$2.62B

Assets Under Management

84

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio consulting services

Portfolio consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

PROVENANCE WEALTH ADVISORS has a total of 6 branch locations across the country.
location

Miami, FL

location

FORT LAUDERDALE, FL

location

Sarasota, FL

location

Marco Island, FL

location

MIAMI, FL

location

MASON, OH

Advisors at Provenance Wealth Advisors

View All 18 Advisors
Unclaimed
Pedro Ernesto Harth-silva

RA

FORT LAUDERDALE, FL

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Todd Anthony Moll

CFP®, RA

FORT LAUDERDALE, FL

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Unclaimed
Kathleen Graham Marteney

RA

FORT LAUDERDALE, FL

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Unclaimed
William Charles Dahm

CFP®, RA

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Unclaimed
Brendan Thomas Hayes

RA

FORT LAUDERDALE, FL

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Unclaimed
James Edward Kunkel

RA

FORT LAUDERDALE, FL

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Unclaimed
Scott Richard Montgomery

CFC®, RA

FORT LAUDERDALE, FL

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Unclaimed
William Gerard McKenna

CFC®, RA

MASON, OH

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Disclosures

There are no public disclosures for Provenance Wealth Advisors.

Frequently Asked Questions (10)

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