Provenance Wealth Advisors is an SEC-registered investment advisory firm located on East Las Olas Boulevard in downtown Fort Lauderdale, Florida. Affiliated with Berkowitz Pollack Brant Advisors + CPAs, the firm serves retirees, executives, and high-net-worth families with comprehensive retirement cash-flow planning, estate preservation, long-term care funding strategies, and fiduciary portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Provenance Wealth Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-113505; institutional and private wealth SEC-registered adviser in Fort Lauderdale.
Issuer: Certified Financial Planner Board of Standards
Notes: Advisory team includes Certified Financial Planners (CFP®), CPAs, and estate planning specialists.
Factual details and direct answers about Provenance Wealth Advisors's services, licensing, and credentials.
What is Provenance Wealth Advisors' SEC registration number?
Provenance Wealth Advisors is registered as an Investment Adviser with the U.S. Securities and Exchange Commission under CRD #126529 and SEC File #801-113505.
How does Provenance Wealth Advisors assist seniors with estate and tax coordination?
Working alongside Berkowitz Pollack Brant CPAs and estate attorneys, the firm designs multigenerational trust structures, retirement distribution schedules, and long-term care funding plans to preserve family wealth.
Where is the Fort Lauderdale office located?
The firm's Broward County office is located at 200 East Las Olas Boulevard, 19th Floor, in downtown Fort Lauderdale, Florida 33301.
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