Provenance Wealth Advisors

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.

Todd A. Moll serves as Chief Investment Officer and holds both the CFP and CFA designations. The firm lists a dedicated Investment Management Team in addition to its Wealth Planning, Corporate Retirement Plans, and Financial Planning groups. Founder and Chairman Eric P. Zeitlin and Co-Founder Lee F. Hediger are not listed in day-to-day investment roles, suggesting Moll leads portfolio and allocation work across the client base.

PWA is a registered investment advisor, not a single-family office, though it markets a "Family Office Experience" to its ultra-high-net-worth segment. That service line delivers integrated wealth planning, tax strategy, estate design, and risk management but does not appear to include direct private investments, SPVs, or proprietary alternatives access. The firm functions more like a planning-centric RIA with a family-office-style coordination layer, supported by its CPA-firm affiliation.

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.

The firm does not publish a defined asset-class breakdown. Its disclosed services span investment planning and management, family wealth planning, personal and corporate retirement plans, insurance, and estate planning—consistent with traditional advisory portfolios rather than a venture, private equity, or direct-deal orientation. No minimum check sizes, fund structures, or named alternative investments are described.

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.

PWA does not operate a stand-alone foundation, but it lists philanthropic planning—including charitable planning and legacy planning—as integrated service lines. Its community involvement section names organizations such as United Way of Broward County, Dolphins Cancer Challenge, and Take Stock in Children, indicating the firm and its advisors participate in local charitable causes rather than running a formal grant-making vehicle.