# Provenance Wealth Advisors

Provenance Wealth Advisors is a Bank / Wealth / Trust based in Fort Lauderdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Lauderdale, United States
- **Region:** North America
- **Address:** 200 E. Las Olas Boulevard, Nineteenth Floor, Ft. Lauderdale, Florida 33301-4267, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** www.provwealth.com
- **LinkedIn:** https://www.linkedin.com/company/provenance-wealth-advisors

## Regulatory record

- **CRD number:** 126529
- **SEC file number:** 801-113505
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-09T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126529

## About

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.

## Sectors

- Real Estate
- Healthcare Services
- Education

## Offices

- Miami, FL
- Boca Raton, FL
- West Palm Beach, FL
- Coral Gables, FL
- Mason, OH
- New York, NY

## People

- 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

## 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.

## Related profiles

- [Provenance Venture Partners](https://altss.com/profile/provenance-venture-partners)
- [Proven Investments](https://altss.com/profile/proven-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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