Provenance Wealth Advisors

CRD 126529 · Fort Lauderdale, FL · $4.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 126529
SEC number: 801-113505
Firm type: RIA
Assets under management: $4.4B as of Jan 9, 2026
Website: twitter.com/PROVWEALTH ↗
Phone: 954-712-8888
Address: 200 East Las Olas Boulevard, Fort Lauderdale, FL, 33301

Advisors at this firm

18 in our index · page 1 of 1

Sean Thomas DevineyCRD 4568328 · Fort Lauderdale, FL

IA RegisteredBroker
William Charles DahmCRD 7312315 · Fort Lauderdale, FL

IA RegisteredBroker
Augusto Jose De LunaCRD 6182963 · Fort Lauderdale, FL

IA RegisteredBroker
Evan DunayerCRD 7494445 · Fort Lauderdale, FL

IA RegisteredBroker
Brendan Thomas HayesCRD 2890836 · Fort Lauderdale, FL

IA RegisteredBroker
Lee Frederick HedigerCRD 2696174 · Fort Lauderdale, FL

IA RegisteredBroker
Joseph KarlCRD 5478578 · Fort Lauderdale, FL

IA RegisteredBroker
James Edward KunkelCRD 2197345 · Fort Lauderdale, FL

IA RegisteredRegistration inactive
William Gerard MckennaCRD 1029691 · Mason, OH

IA RegisteredBroker
Todd Anthony MollCRD 2134560 · Fort Lauderdale, FL

IA RegisteredBroker
Scott Richard MontgomeryCRD 1707242 · Fort Lauderdale, FL

IA RegisteredBroker
Kathleen Graham MarteneyCRD 2633637 · Fort Lauderdale, FL

IA RegisteredBroker
Shane David PhillipsCRD 5953987 · Fort Lauderdale, FL

IA RegisteredBroker
Donna Sue SantangeloCRD 1144119 · Fort Lauderdale, FL

IA RegisteredBroker
Martha SwainCRD 1533798 · Fort Lauderdale, FL

IA RegisteredBroker
Thomas Joseph ScanlanCRD 3182780 · Fort Lauderdale, FL

IA RegisteredBroker
Ryan T. WhitemanCRD 5826489 · Miami, FL

IA RegisteredBroker
Eric Paul ZeitlinCRD 2334183 · Fort Lauderdale, FL

IA RegisteredBroker

Disclosure event(s) on record

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.