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The fee is billed in advance or in arrears and is negotiable.","source":"PROVENANCE WEALTH ADVISORS ADV PART 2A BROCHURE, filed 24 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Provenance Wealth Advisors use?","answer":"Provenance Wealth Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $2.04B and Empower Retirement Inc (Roseland, NJ), with $314M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Provenance Wealth Advisors have?","answer":"Provenance Wealth Advisors has 15 investment adviser representatives registered with state securities authorities, out of 52 employees, and 20 perform investment advisory functions. 20 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Provenance Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Provenance Wealth Advisors’ separately managed accounts held 43% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 7% state and local bonds, 5% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% high-yield corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Fee Based Annuities, Alternative Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Provenance Wealth Advisors?","answer":"Provenance Wealth Advisors is owned through a chain of holding companies by Eric Zeitlin, Lee Hediger, Richard Berkowitz and Barry Brant. Its direct owner is Pwa Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Provenance Wealth Advisors get paid?","answer":"Provenance Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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