PROVENCE REGISTERED INVESTMENT ADVISOR, LLC
Legal name: PROVENCE WEALTH MANAGEMENT GROUP
CRD #279037 SEC #801-112522 IRVINE, CA (949) 222-6400
SEC Registered
Total AUM
$275.7M
Discretionary
$275.7M
Employees
6
Clients
1
Accounts
777
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $275.7M | $275.7M | $0 | 6 | 1 |
| Mar 2024 | $275.7M | $275.7M | $0 | 6 | 1 |
| Apr 2023 | $270.4M | $252.3M | $18.1M | 6 | 1 |
| Apr 2023 | $270.4M | $252.3M | $18.1M | 6 | 1 |
| Mar 2023 | $270.4M | $252.3M | $18.1M | 6 | 1 |
| Dec 2022 | $302M | $302M | $0 | 7 | 4 |
| Sep 2022 | $302M | $302M | $0 | 5 | 4 |
| Mar 2022 | $302M | $302M | $0 | 5 | 4 |
| Sep 2021 | $202.9M | $202.9M | $0 | 4 | 0 |
| Jun 2021 | $202.9M | $202.9M | $0 | 4 | 0 |
| Apr 2021 | $202.9M | $202.9M | $0 | 4 | 0 |
| Mar 2021 | $202.9M | $202.9M | $0 | 4 | 0 |
| Aug 2020 | $145.1M | $145.1M | $0 | 4 | 0 |
| Jun 2020 | $145.1M | $145.1M | $0 | 4 | 0 |
| Apr 2020 | $145.1M | $145.1M | $0 | 4 | 0 |
| Mar 2020 | $145.1M | $145.1M | $0 | 4 | 0 |
| Oct 2019 | $158.9M | $158.9M | $0 | 4 | 0 |
| Aug 2019 | $158.9M | $158.9M | $0 | 4 | 0 |
| Feb 2019 | $158.9M | $158.9M | $0 | 4 | 0 |
| Jan 2018 | $100.5M | $100.5M | $0 | 3 | 0 |
DateOct 2024
Total AUM$275.7M
Discretionary$275.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$275.7M
Discretionary$275.7M
Non-Disc.$0
Employees6
Clients1
DateApr 2023
Total AUM$270.4M
Discretionary$252.3M
Non-Disc.$18.1M
Employees6
Clients1
DateApr 2023
Total AUM$270.4M
Discretionary$252.3M
Non-Disc.$18.1M
Employees6
Clients1
DateMar 2023
Total AUM$270.4M
Discretionary$252.3M
Non-Disc.$18.1M
Employees6
Clients1
DateDec 2022
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees7
Clients4
DateSep 2022
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees5
Clients4
DateMar 2022
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees5
Clients4
DateSep 2021
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees3
Clients0