# PROVENANCE WEALTH ADVISORS

PROVENANCE WEALTH ADVISORS of FORT LAUDERDALE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 126529
- Type: SEC-registered investment adviser
- SEC file number: 801-113505
- Location: 200 EAST LAS OLAS BOULEVARD, FORT LAUDERDALE, FL, 33301
- Phone: 954-712-8888
- Latest filing: 2026-08-04
- Regulatory AUM: $4.4B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $2.3B
- Clients: 52
- Accounts: 4,358

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Barry Michael Brant | MEMBER | Miami, FL |
| Lee Frederick Hediger | DIRECTOR; MEMBER | — |
| Eric Paul Zeitlin | CHAIRMAN OF BOARD; MEMBER | — |
| Todd Anthony Moll | DIRECTOR | — |
| Thomas Joseph Scanlan | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Sean Thomas Deviney | DIRECTOR | — |
| Scott Richard Montgomery | DIRECTOR | — |
| Richard Alan Berkowitz | MANAGING MEMBER | — |
| Peter Scott Mottek | CHIEF EXECUTIVE OFFICER | — |
| Alan Steven Kravec | CHIEF COMPLIANCE OFFICER | — |
| HEDIGER LEE FREDERICK | DIRECTOR; MEMBER | — |
| ZEITLIN ERIC PAUL | MANAGING DIRECTOR; MEMBER | — |
| MOLL TODD ANTHONY | DIRECTOR | — |
| SCANLAN THOMAS JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| DEVINEY SEAN THOMAS | DIRECTOR | — |
| MONTGOMERY SCOTT RICHARD | DIRECTOR | — |
| BERKOWITZ RICHARD ALAN | MANAGING MEMBER | — |
| BRANT BARRY MICHAEL | MANAGING MEMBER; MEMBER | — |
| POLLACK RICHARD ALLEN | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126529/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126529/similar
- Related entities: https://search.stillhousedata.com/firm/126529/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126529

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.