PROVISION WEALTH MANAGEMENT, INC

PROVISION WEALTH MANAGEMENT, INC of RALEIGH, NC is an SEC-registered investment adviser (CRD 287500). Regulatory assets under management: $97.6M.

Registration

• CRD: 287500
• Type: Registered investment adviser
• Location: 8601 SIX FORKS ROAD, RALEIGH, NC, 27615
• Phone: 919-537-9766
• Latest filing: 2026-03-26
• Regulatory AUM: $97.6M
• Discretionary AUM: $93.5M
• Non-discretionary AUM: $4.1M
• Clients: 4
• Accounts: 644

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287500 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search