Updated:
Provenance Wealth Advisors
Provenance Wealth Advisors is an SEC-registered investment adviser in Fort Lauderdale, FL, registered since 2018. Located there, the firm manages $4.4 billion...
Provenance Wealth Advisors
Provenance Wealth Advisors is an SEC-registered investment adviser in Fort Lauderdale, FL, registered since 2018. Located there, the firm manages $4.4 billion in assets — $2.1 billion on a discretionary basis. It has 52 employees and 20 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2000
Location
Region
North America
Country
United States
City
Fort Lauderdale
Corporate office
200 E. Las Olas Boulevard, Nineteenth Floor, Ft. Lauderdale, Florida 33301-4267, United States
Additional offices
Miami, FL · Boca Raton, FL · West Palm Beach, FL · Coral Gables, FL · Mason, OH · New York, NY
Principals
Eric P. Zeitlin
Chairman of the Board and Founder
Lee F. Hediger
Founder
Todd A. Moll
Chief Investment Officer
Scott Montgomery
Director and Financial Advisor
Sean Deviney
Director and Financial Advisor
Sector focus
Frequently asked questions
How is Provenance Wealth Advisors related to Berkowitz Pollack Brant Advisors + CPAs?
Provenance Wealth Advisors is affiliated with Berkowitz Pollack Brant Advisors + CPAs, a top-50 US accounting firm. The relationship allows PWA's financial advisors to coordinate tax, estate, and business-structuring work alongside CPA professionals, giving clients an integrated advisory experience that extends beyond typical wealth management. Clients retain the flexibility to work with their own outside advisors, but the in-house affiliation distinguishes PWA from standalone RIAs.
Does Provenance Wealth Advisors disclose assets under management?
No, Provenance Wealth Advisors does not publish a publicly available AUM figure. The firm emphasizes its Forbes 2025 Top RIA firm recognition and team credentials rather than asset totals, and no regulatory filing or third-party verification of AUM is cited on its website or available public record.
Where does Provenance Wealth Advisors maintain offices?
PWA is headquartered in Fort Lauderdale at 200 E. Las Olas Boulevard and maintains additional Florida offices in Miami, Boca Raton, West Palm Beach, and Coral Gables. Outside Florida, it operates offices in New York City at 485 Lexington Avenue and in Mason, Ohio, on Mason-Montgomery Road. The Ohio office supports the firm's corporate retirement plan practice in the Midwest.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: