RIA Intel›Advisers›North Carolina›PROVISION WEALTH MANAGEMENT, INC

PROVISION WEALTH MANAGEMENT, INC

Advisory

RALEIGH, NC

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in NC
#418
of 516 advisers by AUM
Average account
$152K
across 644 accounts
AUM per adviser
$24M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$98M
Discretionary %
95.8%
Clients
240
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$98M
Discretionary AUM$94M
Non-Discretionary AUM$4M
Discretionary %95.8%
Total Clients240
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

C F PARKS INC
SALISBURY, NC
$98M
+2.1% 1Y
LUCID WEALTH PLANNING LLC
WAKE FOREST, NC
$98M
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
PINEHURST, NC
$100M
INDEXPERTS, LLC
CHARLOTTE, NC
$101M
FORWARD WEALTH MANAGEMENT, LLC
CHARLOTTE, NC
$94M
FALCON INVESTMENT STRATEGIES LLC
SALISBURY, NC
$101M

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