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- Custodian
- Charles Schwab & Company · Empower · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-06-2003
- Office Locations
- 3
Office Locations
About Provenance Wealth Advisors
Provenance Wealth Advisors is an RIA serving high- and ultra-high-net-worth families, business owners and retirees with holistic wealth management, including family wealth planning, investment strategy, retirement solutions, estate planning, business/succession planning, and insurance, supported by an affiliated CPA tax-planning resource. Portfolios commonly use ETFs and public funds, with Schwab and Raymond James among key custodians. Named to Forbes’ America’s Top RIA Firms (2025).
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Owner & Executives
SEAN THOMAS DEVINEY
DIRECTOR, Wealth Group Manager
- CRD
- #4568328
- Ownership
- Less than 5%
LEE FREDERICK HEDIGER
DIRECTOR
- CRD
- #2696174
- Ownership
- Less than 5%
Vertex vital
Eagle signal
- CRD
- #45682
- Ownership
- 34.6%
Showing 2 of 8 owners & executives
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William Charles Dahm III
Financial Plan Design Consultant
- CRD
- #7312315
Augusto Jose De Luna
Financial Advisor
- CRD
- #6182963
North timber
Timber legacy
- CRD
- #35290
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,143,844,339 | $1,137,922 |
| Non-Discretionary | $2,300,691,414 | $929,948 |
| Total | $4,444,535,753 | $1,019,857 |
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Separately Managed Accounts
Total SMA Asset: $4,444,535,753
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $626,466,921 | 9.9% |
| Public Funds | $1,290,901,533 | 20.4% |
| Cash | $1,018,799,740 | 16.1% |
| Municipal Bonds | $322,725,383 | 5.1% |
| Corporate - Investment Grade | $310,069,486 | 4.9% |
| Corporate - Non-Investment Grade | $430,300,511 | 6.8% |
| Derivatives | $1,088,407,175 | 17.2% |
| Other | $1,240,277,944 | 19.6% |
| Total | $6,327,948,693 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT PIONEER FOUNDATION | QUANTUM VALUE | 9P9W59K0G | TGT | 1.41% | $22,940,590 |
| ALPHA NORTH | FUSION BRIDGE | TBM11TC67 | KRS | 8.92% | $74,585,064 |
| WAVE SUMMIT | PRIME PIONEER | GHGK9WB11 | IBSJ | 3.50% | $71,937,704 |
| EMBER MOMENTUM CAPITAL | WAVE HARBOR | V4J9X8L5O | FVFDX | 4.62% | $115,907,258 |
| GLACIER SUMMIT | PATHWAY VITAL | EEFSWM62B | HRRWN | 8.10% | $27,935,192 |
| MOMENTUM LEGACY VITAL | GLACIER VECTOR | 3WT3UQ1OE | WPCXA | 9.95% | $78,525,033 |
| CAPITAL MATRIX | SUMMIT RADIAL | 1EIDAJG6Y | ASXRN | 6.72% | $76,256,723 |
| RADIAL VECTOR PEAK | ELEMENT VERTEX | LTL8U3AFV | ZRNSC | 8.07% | $53,881,049 |