Provenance Wealth Advisors

$3.63BAssets under management
as of Sep 2026 · SEC Form ADV
Fort Lauderdale, FL
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Tech stack

No one at Provenance Wealth Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Raymond James
Per Form ADV · $2.0B held · filed Dec 2024
Empower
Per Form ADV · $314M held · filed Dec 2024