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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-06-2003
- Office Locations
- 4
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).
Reported data analysis
What the numbers show
Between October 3, 2025 and September 24, 2026, reported AUM increased 2.9%, from $3.5B to $3.6B.
Across 5 reported observations, AUM increased 356.5% between July 6, 2022 and September 24, 2026, from $794.5M to $3.6B.
Of the latest reported AUM, 49.8% is discretionary and 50.2% is non-discretionary.
The firm reports 20 advisory representatives and 3,191 clients, or 159.6 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 4 reported office locations and 23 years in operation. The source data was last updated on September 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
SEAN THOMAS DEVINEY
Director and Financial Advisor
- CRD
- #4568328
- Ownership
- Less than 5%
ALAN STEVEN KRAVEC
Chief Compliance Officer
- CRD
- #1530271
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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William Charles Dahm III
Financial Plan Design Consultant
- CRD
- #7312315
Augusto Jose De Luna
Financial Advisor
- CRD
- #6182963
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,806,501,369 | $1,056,434 |
| Non-Discretionary | $1,820,674,921 | $862,879 |
| Total | $3,627,176,290 | $949,523 |
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Separately Managed Accounts
SMA allocation detail is available
Provenance Wealth Advisors has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Provenance Wealth Advisors's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.