Provision Wealth Management, Inc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 287500
· Raleigh, NC
· WWW.LINKEDIN.COM
☆ Save with Pro
ADV data as of Mar 26, 2026
- Regulatory AUM
- $97.6M
- Discretionary
- $93.5M
- Clients
- 240
- Avg AUM / client
- $407K
- Accounts
- 644
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 175 | $37.8M | 38.8% |
| High net worth individuals | 65 | $58.4M | 59.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.4M | 1.39% |
| Corporations and other businesses | Fewer than 5 clients | $52.5K | 0.05% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jared Ryan Brogden | Registered representative | CFP Chartered Financial Consultant | Mar 2017 (9y) | |
| William Delon Dowdy | Registered representative | CFP Chartered Financial Consultant | Mar 2017 (9y) | |
| Caleb White | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Bryan Patrick Wylie | Registered representative | CFP | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $93.4M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗