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PROVISION ASSET, LLC

· CRD 282183 · IAPD ↗ · provisionasset.com · 972-987-9651

$150.7MRegulatory AUM
6Advisory reps
6Employees
454Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — PROVISION ASSET, LLC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2026 — PROVISION ASSET, LLC reported RAUM up 42% ($100.8M -> $143.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — PROVISION ASSET, LLC (location n/a) is newly SEC-registered with $100.8M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.