Firm profile

PROVENANCE WEALTH ADVISORS

FORT LAUDERDALE, FLCRD 126529Latest ADV January 9, 2026

Provenance Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated January 9, 2026, reports $4.4B in regulatory assets under management, 52 employees, 6 offices, and 4,358 accounts.

Assets Under Management
$4.4B
Employees
52
Offices
6 offices
Total Clients
3,342
Primary office
FORT LAUDERDALE, FL
200 EAST LAS OLAS BOULEVARD, 19TH FLOOR, FORT LAUDERDALE, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOPeter S. Mottek
CCOAlan S. Kravec
COOThomas J. Scanlan

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 75.9% of total clients.
Top client categories% of clientsClients
1
Individuals
75.9%
2,538
2
HNWI
16.4%
547
3
Corporations
3.9%
131
4
Pension Plans
3.6%
120
5
Charitable
0.2%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.4Bas of January 9, 2026
Discretionary48.2%
$2.1B
48% of total RAUM48.2%
Non-discretionary51.8%
$2.3B
52% of total RAUM51.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$4.4B
Total Accounts4,358
10Y AUM Change+$4.4B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees52
Clients per Employee64:1
10Y Employee Change+20 (+62.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.