# PROVISION WEALTH MANAGEMENT, INC

PROVISION WEALTH MANAGEMENT, INC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 287500
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287500/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287500/similar
- Related entities: https://search.stillhousedata.com/firm/287500/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287500

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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.