What is Provenance Wealth Advisors's NAICS code?

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

Insights

Growth Momentum Provenance Wealth Advisors has recent recognition as a top DC advisor multi-office firm and broad industry acknowledgment from peers and media in 2026, signaling a strong platform for expanding retirement plan services, multi-client advisory capabilities, and enterprise-level partnerships.

Corporate Focus With a dedicated Corporate Retirement Plans Team and services spanning estate, business succession, and retirement planning, there are clear opportunities to target mid-market and corporate clients seeking integrated wealth and risk management for executives and business owners.

Growth Leadership Recent leadership addition as Chief Growth Officer indicates a strategic emphasis on expanding client acquisition, new market penetration, and scalable outreach, ideal for outreach campaigns around workshops, webinars, and enterprise-level engagements.

Technology Stack Utilizes WordPress, Salesforce, Smartsheet and other modern tools, indicating capability for streamlined client onboarding, CRM-driven cross-sell campaigns, and data-enabled advisory services to improve client experience and retention.

Financial Strength Revenue range of $50M-$100M and a sizeable employee base suggest capacity for expanded service lines, geographic growth, and multi-product offerings such as legacy, philanthropy, and special needs planning to deepen client wallet share.

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Provenance Wealth Advisors Tech Stack

Provenance Wealth Advisors uses 8 technology products and services including WordPress, Salesforce, WooCommerce, and more. Explore Provenance Wealth Advisors's tech stack below.

WordPress
Content Management System
Salesforce
Customer Relationship Management
WooCommerce
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
DocuSign
Miscellaneous
Smartsheet
Project Management
Vimeo
Video Players

Media & News

Provenance Wealth Advisors's Email Address Formats

Provenance Wealth Advisors uses at least 4 email formats:

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

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

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

How many employees does Provenance Wealth Advisors have currently?

As of August 2026, Provenance Wealth Advisors has approximately 56 employees across 1 continents, including North America. Key team members include Executive Director: C. C., Director, Development: B. M. and 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 WordPress, Salesforce, WooCommerce, Microsoft 365, Google Cloud, DocuSign, Smartsheet and Vimeo.

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 56 employees.

Q: What technology does Provenance Wealth Advisors use?

Provenance Wealth Advisors's tech stack includes Elementor, ZURB Foundation, X-Content-Type-Options, JSON-LD, gstatic.com.

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.