Provenance Wealth Advisors Revenue

Financial Services • Fort Lauderdale, Florida, United States • 51-100 Employees

Provenance Wealth Advisors revenue & valuation

Annual revenue	$22,400,000
Revenue per employee	$431,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$71,700,000
Total funding	No funding

Key Contacts at Provenance Wealth Advisors

Todd Moll

Director And Chief Investment Officer

Peter Mottek

Chief Executive Officer And President

Sean Deviney

Director / President, Financial Advisor

Eric Zeitlin

Chief Executive Officer

Scott R. Montgomery

Director, Financial Advisor, Rjfs Financial Advisor

William G. Mckenna

Regional Director, Director Of Development And Recruiting

Company overview

Headquarters	200 E Las Olas Blvd, Nineteenth Floor, Fort Lauderdale, Florida 33301, US
Phone number	+1333014267
Website	provwealth.com
NAICS	52
SIC	621
Keywords	Investment Planning, Insurance Planning, Special Needs Planning, Retirement Planning, Financial Planning, Estate Planning, Legacy Planning, Employee Benefit Plans, Business And Business Succession Planning, Charitable And Philanthropic Planning
Founded	2000
Employees	51-100
Socials

Provenance Wealth Advisors Email Formats

Provenance Wealth Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@provwealth.com), used 61.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@provwealth.com	61.3%
{first name}{last name}	johndoe@provwealth.com	35.5%
{first initial}{second initial}{last name}	jodoe@provwealth.com	3.2%

About Provenance Wealth Advisors

Provenance Wealth Advisors is a company that provides comprehensive financial planning, estate planning, investment planning, and retirement planning services. They offer services for businesses, charitable and philanthropic planning, insurance planning, investment planning, legacy planning, retirement planning, and special needs planning.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Provenance Wealth Advisors has 26 employees across 7 departments.

Departments

Number of employees

Funding Data

Provenance Wealth Advisors has never raised funding before.

Frequently asked questions

Provenance Wealth Advisors is located in Fort Lauderdale, Florida, US.

You can reach Provenance Wealth Advisors at +1333014267.

Provenance Wealth Advisors generates an estimated annual revenue of $22,397,477. This revenue figure reflects the company's market position and business performance in its industry.

Provenance Wealth Advisors has an estimated valuation of $71,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Provenance Wealth Advisors was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Provenance Wealth Advisors has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.