Provenance Wealth Advisors, LLC
Provenance Wealth Advisors, LLC is a leading registered investment adviser (RIA) headquartered in Fort Lauderdale, Florida. Founded in 1999, the firm serves high-net-worth individuals, families, business owners, and professionals with comprehensive wealth management services, including financial planning, estate planning, retirement strategies, and business succession planning. With over 25 years of experience and a team of around 54 employees, the company operates offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Cincinnati, and New York. Their commitment to fiduciary excellence, client service, and customized solutions has earned them recognition among America's top RIA firms.
Investment Strategy
Provenance Wealth Advisors follows a holistic, client-first approach to wealth management, focusing on customized financial planning and integrated investment management services. Their investment philosophy centers on tailoring portfolios to individual client goals, risk tolerance, and life circumstances, incorporating both active and passive strategies across public and private markets. The firm emphasizes diversification, risk management, and long-term financial security, while also offering estate, retirement, and insurance planning to help clients achieve financial well-being over multiple generations.
Top Holdings
Equity Positions (413)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR CORE S&P TTL STK | 32.05% | $223.1M | 1,652,330 | $94.27 | $135.04 | +$14.1M |
M MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 12.38% | $86.2M | 918,696 | $75.84 | $93.79 | -$11.9M |
V VIG | VANGUARD DIVIDEND APPRECIATION ETF | 7.99% | $55.6M | 271,636 | $155.38 | $204.67 | -$6.9M |
V VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 6.75% | $47.0M | 679,646 | $54.12 | $69.09 | +$6.0M |
A AGG | ISHARES TR CORE US AGGBD ET | 5.22% | $36.3M | 365,986 | $94.38 | $99.20 | +$884.7K |