# Provision Wealth Management, Inc

> Provision Wealth Management, Inc is a state-registered investment advisory firm in Raleigh, NC, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 287500
- Filed as: PROVISION WEALTH MANAGEMENT, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287500
- AdvisorCensus page: https://advisorcensus.com/firm/provision-wealth-management-inc-raleigh-nc-287500

## Quick answers

**How is Provision Wealth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Provision Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Provision Wealth Management, Inc located?**
Provision Wealth Management, Inc's principal office is in Raleigh, NC, according to its Form ADV.

**Is Provision Wealth Management, Inc registered with the SEC or a state?**
Provision Wealth Management, Inc is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287500.

**How much does Provision Wealth Management, Inc manage?**
Provision Wealth Management, Inc reports $97,615,920 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (96% discretionary).

**What types of clients does Provision Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (65).

**Does Provision Wealth Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287500

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $97,615,920
- Discretionary: $93,516,199
- Non-discretionary: $4,099,721

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $37,837,775 |
| High net worth individuals | 65 | $58,372,369 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,353,284 |
| Corporations or other businesses not listed above | Fewer than 5 | $52,492 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- provisionwealthmgmt.com
- Facebook @CWFINANCIALPLANNING
- LinkedIn @PROVISION-WEALTH-MANAGEMENT-INC
- LinkedIn @BRYAN-WYLIE-CFP®-4BB94277
- LinkedIn @WILLIAMDOWDY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Provision Wealth Management, Inc (CRD 287500): Form ADV filing data as of October 2026.