PROVENANCE WEALTH ADVISORS, LLC
Legal name: PROVENANCE WEALTH ADVISORS
CRD #126529 SEC #801-113505 FORT LAUDERDALE, FL 954-712-8888
SEC Registered Broker-Dealer
Total AUM
$3.5B
Discretionary
$2.1B
Employees
49
Clients
101
Accounts
4,221
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.5B | $2.1B | $1.4B | 49 | 80 |
| Jul 2025 | $3.5B | $2.1B | $1.4B | 49 | 80 |
| Jun 2025 | $3.5B | $2.1B | $1.4B | 49 | 80 |
| Mar 2025 | $3.5B | $2.1B | $1.4B | 49 | 80 |
| Dec 2024 | $2.6B | $1.8B | $779.2M | 50 | 84 |
| Mar 2024 | $2.6B | $1.8B | $779.2M | 50 | 84 |
| Jan 2024 | $2.6B | $1.5B | $1.1B | 54 | 112 |
| Sep 2023 | $2.6B | $1.5B | $1.1B | 54 | 112 |
| Aug 2023 | $623.2M | $0 | $623.2M | 54 | 112 |
| Aug 2023 | $623.2M | $0 | $623.2M | 54 | 112 |
| May 2023 | $623.2M | $0 | $623.2M | 54 | 112 |
| Mar 2023 | $623.2M | $0 | $623.2M | 54 | 112 |
| Jul 2022 | $794.5M | $0 | $794.5M | 54 | 97 |
| Mar 2022 | $794.5M | $0 | $794.5M | 54 | 97 |
| Mar 2021 | $549.2M | $0 | $549.2M | 45 | 70 |
| Jun 2020 | $466.9M | $0 | $466.9M | 44 | 79 |
| Mar 2020 | $466.9M | $0 | $466.9M | 44 | 79 |
| Oct 2019 | $421M | $0 | $421M | 44 | 104 |
| Mar 2019 | $421M | $0 | $421M | 41 | 89 |
DateOct 2025
Total AUM$3.5B
Discretionary$2.1B
Non-Disc.$1.4B
Employees49
Clients80
DateJul 2025
Total AUM$3.5B
Discretionary$2.1B
Non-Disc.$1.4B
Employees49
Clients80
DateJun 2025
Total AUM$3.5B
Discretionary$2.1B
Non-Disc.$1.4B
Employees49
Clients80
DateMar 2025
Total AUM$3.5B
Discretionary$2.1B
Non-Disc.$1.4B
Employees49
Clients80
DateDec 2024
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$779.2M
Employees50
Clients84
DateMar 2024
Total AUM$2.6B
Discretionary$1.8B
Non-Disc.$779.2M
Employees50
Clients84
DateJan 2024
Total AUM$2.6B
Discretionary$1.5B
Non-Disc.$1.1B
Employees54
Clients112
DateSep 2023
Total AUM$2.6B
Discretionary$1.5B
Non-Disc.$1.1B
Employees54
Clients112
DateAug 2023
Total AUM$623.2M
Discretionary$0
Non-Disc.$623.2M
Employees54
Clients112
DateAug 2023
Total AUM$623.2M
Discretionary$0
Non-Disc.$623.2M
Employees54
Clients112
DateMay 2023
Total AUM$623.2M
Discretionary$0
Non-Disc.$623.2M
Employees54
Clients112
DateMar 2023
Total AUM$623.2M
Discretionary$0
Non-Disc.$623.2M
Employees54
Clients112
DateJul 2022
Total AUM$794.5M
Discretionary$0
Non-Disc.$794.5M
Employees54
Clients97
DateMar 2022
Total AUM$794.5M
Discretionary$0
Non-Disc.$794.5M
Employees54
Clients97
DateMar 2021
Total AUM$549.2M
Discretionary$0
Non-Disc.$549.2M
Employees45
Clients70
DateJun 2020
Total AUM$466.9M
Discretionary$0
Non-Disc.$466.9M
Employees44
Clients79
DateMar 2020
Total AUM$466.9M
Discretionary$0
Non-Disc.$466.9M
Employees44
Clients79
DateOct 2019
Total AUM$421M
Discretionary$0
Non-Disc.$421M
Employees44
Clients104
DateMar 2019
Total AUM$421M
Discretionary$0
Non-Disc.$421M
Employees41
Clients89