Provenance Wealth Advisors, LLC
● SEC registered since 2018CRD 126529SEC# 801-113505Fort Lauderdale, FL
Reg. AUM
$3.63B
Employees
52
Accounts
3,820
Location
Fort Lauderdale, FL
Provenance Wealth Advisors, LLC assets under management
Provenance Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Fort Lauderdale, FL. The firm has been registered since 2018. It reports $3.6 billion in regulatory assets under management and employs 52 people.
Provenance Wealth Advisors, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Steven Kravec | Chief Compliance Officer | Under 5% | 2026 |
| Eric Paul Zeitlin Control | Chairman Of Board | Under 5% | 2000 |
| Peter Scott Mottek Control | Chief Executive Officer | Under 5% | 2025 |
| Pwa Holdings, LLC Control | Member | Over 75% | 2022 |
| Scott Richard Montgomery Control | Director | Under 5% | 2010 |
| Sean Thomas Deviney Control | Director | Under 5% | 2017 |
| Thomas Joseph Scanlan Control | Chief Operating Officer | Under 5% | 2015 |
| Todd Anthony Moll Control | Director | Under 5% | 2000 |
| Barry Michael Brant Control | Member | 25-50% | 2000 |
| Eric Paul Zeitlin Control | Member | 50-75% | 2000 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Provenance Wealth Advisors, LLC manage?
Provenance Wealth Advisors, LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
How many employees does Provenance Wealth Advisors, LLC have?
Provenance Wealth Advisors, LLC reports 52 employees.
Where is Provenance Wealth Advisors, LLC located?
Provenance Wealth Advisors, LLC is based in Fort Lauderdale, FL and has been SEC-registered since 2018.
Does Provenance Wealth Advisors, LLC disclose fund performance?
Provenance Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$3.63B▲ 3%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,369 advisers
EmployeesTop 12%
More than 88% of 16,804 advisers
Assets under management
$3.63Bregulatory AUM
Discretionary $1.81BNon-discretionary $1.82B