Provizr

Overview

Provizr is a small, state-registered wealth advisory firm organized as an LLC and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management services geared toward individuals and small businesses. Its compensation blends a percentage-of-AUM model with fixed-fee engagements. Provizr lists relationships with a broker-dealer, other investment adviser(s), an accountant, and an insurance company, and it reports that it does not operate as a capital allocator. The firm is registered in Michigan and North Carolina and does not identify itself as an active ESG investor. Advisory work appears focused on retail clients rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices