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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 2, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PAI, AVINASH, KOCHIKAR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
| SHEETS, MIKE, SCOTT | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Oct 2, 2024 REGISTERED
Notice Filings (10)
AZ CA CO ID LA NC NM NV TX WA
Address
9481 IRVINE CENTER DRIRVINE, CA 92618
United States
Phone: (949) 222-6400