What is Provenance Wealth Advisors's NAICS code?

Provenance Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Scaleable DC Provenance Wealth Advisors is recognized as a top defined contribution advisor multi-office firm (NAPA Top DC Advisor), signaling strong potential for cross-sell of retirement plan services and fiduciary consulting to employer clients and plan sponsors.

Growth Leadership Recent leadership hire of a Chief Growth Officer indicates a strategic focus on expanding client acquisition and market presence, suggesting deliberate opportunities for outbound outreach and tailored value propositions to new segments.

Diverse Expertise With services spanning estate, business succession, retirement, investment, insurance, philanthropy, and special needs planning, there are multiple upsell paths for existing high-net-worth clients and business owners seeking comprehensive wealth solutions.

Regional Expansion Historical growth notes include new offices and regional leadership; leverage this to target SMBs and family-owned businesses in South Florida for wealth, succession, and employee benefit planning services.

Strong Brand Signals Recognition from industry outlets (Accounting Today, Barron's, Financial Times, Financial Planning, Forbes) enhances credibility for premium advisory services and can be used to drive inquiries for advisory and retirement consulting engagements.

Similar companies to Provenance Wealth Advisors

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101$50M - $100M

Provenance Wealth Advisors Tech Stack

Provenance Wealth Advisors uses 8 technology products and services including WordPress, Microsoft PowerPoint, Google Fonts API, and more. Explore Provenance Wealth Advisors's tech stack below.

WordPress
Content Management System
Microsoft PowerPoint
Editors
Google Fonts API
Font Scripts
Font Awesome
Font Scripts
JSON-LD
Javascript Frameworks
Uber
Mobile Apps
WP Engine
Platform As A Service
Sidr
Web Tools And Plugins

Media & News

Provenance Wealth Advisors's Email Address Formats

Provenance Wealth Advisors uses at least 1 format(s):

Provenance Wealth Advisors Email Formats	Example	Percentage
FLast@provwealth.com	JDoe@provwealth.com	92%
FMiddleLast@provwealth.com	JMichaelDoe@provwealth.com	3%
Last@provwealth.com	Doe@provwealth.com	3%
FirstLast@provwealth.com	JohnDoe@provwealth.com	2%

Frequently Asked Questions

What is Provenance Wealth Advisors's phone number?

You can contact Provenance Wealth Advisors's main corporate office by phone at

+1-561-361-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Provenance Wealth Advisors's official website and social media links?

Provenance Wealth Advisors's official website is provwealth.com and has social profiles on LinkedIn.

How much revenue does Provenance Wealth Advisors generate?

As of July 2026, Provenance Wealth Advisors's annual revenue is estimated to be $50M - $100M.

What is Provenance Wealth Advisors's SIC code NAICS code?

Provenance Wealth Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Provenance Wealth Advisors have currently?

As of July 2026, Provenance Wealth Advisors has approximately 55 employees across 1 continents, including North America. Key team members include Executive Director: C. C.Director, Development: B. M.Director, Tax Services: E. G.. Explore Provenance Wealth Advisors's employee directory with LeadIQ.

What industry does Provenance Wealth Advisors belong to?

Provenance Wealth Advisors operates in the Financial Services industry.

What technology does Provenance Wealth Advisors use?

Provenance Wealth Advisors's tech stack includes WordPressMicrosoft PowerPointGoogle Fonts APIFont AwesomeJSON-LDUberWP EngineSidr.

What is Provenance Wealth Advisors's email format?

Provenance Wealth Advisors's email format typically follows the pattern of FLast@provwealth.com. Find more Provenance Wealth Advisors email formats with LeadIQ.

When was Provenance Wealth Advisors founded?

Provenance Wealth Advisors was founded in 2000.

Provenance Wealth Advisors

Q: How many employees does Provenance Wealth Advisors have currently?

Provenance Wealth Advisors has approximately 55 employees.

Q: What technology does Provenance Wealth Advisors use?

Provenance Wealth Advisors's tech stack includes Hotjar, Smartsheet, Atlassian, Office 365, html5media.

Financial ServicesFlorida, United States51-200 Employees

Provenance Wealth Advisors delivers an integrated approach to estate, financial, business, and investment planning. The firm's planners evaluate clients' personal finances, business and family responsibilities, and both long- and short-term goals to shape a comprehensive life plan. Based in Fort Lauderdale, Florida, the firm serves individuals and business owners seeking guidance to navigate complex financial and risk environments through a broad range of planning services, including estate, retirement, investment, insurance, legacy, charitable, and special needs planning. Securities are offered through PWA Securities, LLC, with investment advisory services provided by Provenance Wealth Advisors, LLC, and custody through Raymond James & Associates. In April 2026, Provenance Wealth Advisors was named to the National Association of Plan Advisors' Top Defined Contribution Advisor Multi-Office Firm list.