| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Paul Zeitlin Control | Chairman Of Board | Under 5% | 2000 |
| Lee Frederick Hediger Control | Director | Under 5% | 2000 |
| Peter Scott Mottek Control | Chief Executive Officer | Under 5% | 2025 |
Provenance Wealth Advisors, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.
Provenance Wealth Advisors, LLC reports 49 employees.
Provenance Wealth Advisors, LLC is based in Fort Lauderdale, FL and has been SEC-registered since 2018.
Provenance Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL 33301 |
| Phone | 954-712-8888 |
| Fax | 954-712-8900 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.1B |
| Non-discretionary | $1.42B |
| Total (RAUM) | $3.52B |