firm profile
Provenance Wealth Advisors
Overview
Provenance Wealth Advisors is an SEC registered investment adviser based in Fort Lauderdale, FL, registered since 2018. It reports $3.6B in assets under management across 3,820 accounts, with 52 employees. It has 18 investment adviser representatives.
- Reported AUM
- $3.6B
- Discretionary
- 50%
- Accounts
- 3,820
- Average account
- $95K
- Employees
- 52
- Advisory reps
- 18
- Registered since
- 2018
- Jurisdictions
- 32
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 8
- Peter Scott Mottek Chief Executive Officer CRD 2639052
- Eric Paul Zeitlin Chairman of Board CRD 2334183
- Alan Steven Kravec Chief Compliance Officer CRD 1530271
5 more executive officers, with direct contact details
Advisory reps 3 of 18
- William Charles Dahm III Registered Rep · Investment Adviser Rep CRD 7312315
- Augusto Jose De Luna Gonzalez Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6182963
- Sean T Deviney Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4568328
15 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 200 E Las Olas Blvd Fl 19
Fort Lauderdale, FL 33301 - County
- Broward
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 32 jurisdictions
- Website: provwealth.com
Every state, with registration dates
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