Overview
Assets Under Management: $3.5 billion
Headquarters: FORT LAUDERDALE, FL
High-Net-Worth Clients: 21
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.63
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 4,221
Discretionary Accounts: 2,039
Non-Discretionary Accounts: 2,182
Regulatory Filings
CRD Number: 126529
Filing ID: 2006513
Last Filing Date: 2025-07-29 15:18:00
Website: https://provwealth.com