PROVIZR

Overview

Provizr operates as a limited liability company serving individual and family clients with financial planning and portfolio management focused on smaller household and small-business relationships. The firm charges a mix of percentage-of-AUM and fixed fees, and it manages discretionary portfolios across client accounts. Provizr is not positioned as a capital allocator or pension consultant; it does not present itself as an active ESG investor and is registered to serve clients within a single state. The business maintains relationships with other industry providers—broker-dealers, other investment advisers, accountants and insurance companies—indicating a model that blends advisory work with referrals and third-party product access. Ownership is held by an individual owner, and the firm’s client profile points to personalized, hands-on planning and portfolio oversight rather than large institutional or multi-state mandate management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices