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Provision Wealth Management, INC

Provision Wealth Management, INC. CRD 287500

Provision Wealth Management, INC logo

CRD: 287500

Provision Wealth Management, INC

Raleigh, NC, 27615
9195379766
provisionwealthmgmt.com
$97.6M Total AUM
$93.5M Disc. AUM
-- 3Y CAGR
4 Employees
240 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Delta harborInsight +more
Established Date
02-24-2017
Office Locations
1

Office Locations

8601 SIX Forks Road Suite 400 Raleigh NC

About Provision Wealth Management, INC

Provision Wealth Management, Inc. is a Raleigh, NC RIA providing fiduciary, values-based financial planning and investment management for individuals, families, and business owners. The team offers holistic or modular planning across retirement, insurance/risk, tax, estate, cash flow/debt, education, and employer stock/benefits. Principals Bill Dowdy and Jared Brogden lead the firm; assets are custodied at Charles Schwab.

Team overview

43 AVG AGE
$24.4M AVG AUM / ADVISOR
$406.7K AVG AUM / CLIENT
5.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Harbor Vertex capital Frontier crest

Client Personas

Momentum peak Oak summit

Custodian

Vital Frontier unison

Investment Themes

Delta Crest Ember radial

Investment Vehicles

Radial summit

Platform

Peak unison

Services

Horizon momentum Beacon ridge Peak alpha Quantum atlas Alpha foundation Radial Crest foundation Frontier vital Capital pioneer Frontier radial

Technology

Matrix vector Insight foundation Vertex matrix

Owner & Executives

JARED RYAN BROGDEN

JARED RYAN BROGDEN

Chief Investment Officer, VICE PRESIDENT

CRD
#5261369
Ownership
50% but less than 75%
(518) 469-8830
matrix.pioneer@harborcapital.com
in linkedin.com/in/bridge-catalyst
W

WILLIAM DELON DOWDY

Chief Compliance Officer, President

CRD
#3190902
Ownership
50% but less than 75%
(275) 673-3362
prime.unison@capitalcapital.com
in linkedin.com/in/atlas-alpha

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Contacts

Caleb White

Caleb White

--

CRD
#6246434
(930) 941-9219
zenith.delta@wavecapital.com
in linkedin.com/in/beacon-catalyst
B

BRYAN Patrick WYLIE

--

CRD
#6267698
(837) 294-6374
timber.atlas@primecapital.com
in linkedin.com/in/atlas-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $93,516,199 --
Non-Discretionary $4,099,721 --
Total $97,615,920 --

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Separately Managed Accounts

Total SMA Asset: $97,615,920

$97.6M Total SMA
Public Funds:
40.5%
Cash:
27.4%
Private Funds:
18.7%
Equity - Exchange:
13.4%
Asset class Assets Assets %
Public Funds $1,123,114,538 40.5%
Cash $759,835,515 27.4%
Private Funds $518,573,873 18.7%
Equity - Exchange $371,598,390 13.4%
Total $2,773,122,316 100.0%

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