Hedged Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hedged Private Wealth provides discretionary asset management and financial consulting to individuals, high-net-worth individuals, and small businesses, and also acts as a sub-advisor to third-party advisors. The firm conducts educational seminars and workshops for the public (often no-cost) in addition to ongoing portfolio management and generally charges percentage-of-assets fees for managed accounts.
The firm implements client-specific investment programs documented by risk tolerance and investment policy statements and exercises discretionary trading authority for execution. While it commonly uses index ETFs and no‑load mutual funds, it also employs technical, fundamental, and cyclical analysis and may use derivatives, options, margin, and other complex instruments in separately managed accounts for hedging, tactical trading, and arbitrage strategies.
Noteworthy distinctions include the use of incentive (performance-based) fee arrangements for some clients and that firm principals participate in those arrangements, a practice that is uncommon among supported peers. Firm principals also maintain affiliated insurance consulting activities (limited to a small portion of their time) and the firm does not accept client-imposed restrictions on investments because many strategies rely on pooled vehicles whose underlying holdings cannot be selectively excluded.
Client services
Expertise
Fee options
Up to 2.00% annually, negotiable depending on size, scope, and complexity of services
Standard incentive fee is 2% AUM annually plus 20% performance fee; both fees are negotiable
Main office
1 Galleria Blvd, Suite 710 C
Metairie LA 70001
Advisors at this office
4
Most active in
Louisiana
Also doing business as
Hedged Private Wealth · Hedged Private Wealth, LLC · Hpw Leasing · Medi Benefits, LLC · Medi Leads, LLC · Medmeal Direct · Mmc Enterprises, Inc · Proven Marketing
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Mark P
Series 65
Metairie, LA
Hedged Private Wealth
Mark Provenzano is a financial advisor at Hedged Private Wealth with 12 years of industry experience. He holds a Series 65 designation and has previously worked at CoreCap Investments, Inc. He is also a partner in several medical brokerage-related companies but does not devote time to their operations. Hedged Private Wealth provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and small businesses. The firm offers educational seminars and uses a variety of investment strategies, including index ETFs, mutual funds, and complex instruments, while often employing performance-based fee arrangements.
Mia P
Series 65
Metairie, LA
Hedged Private Wealth
Mia Provenzano is a financial advisor at Hedged Private Wealth with one year of industry experience. She holds a Series 65 designation and previously worked at Deloitte for two years. Hedged Private Wealth offers discretionary asset management and financial consulting services to individuals, high-net-worth clients, and small businesses, using client-specific investment programs and a range of analytical methods including technical and fundamental analysis. The firm also provides educational seminars and employs performance-based fee arrangements for some clients.
Ashley G
Series 65
Metairie, LA
Hedged Private Wealth
Ashley Graham is a financial advisor at Hedged Private Wealth with six years of industry experience. She holds the Series 65 designation and has worked at Hedged Private Wealth since 2020, following prior roles at Telerecovery and Kenner Seafood. Hedged Private Wealth offers discretionary asset management and financial consulting to individuals, high-net-worth clients, and small businesses, while also serving as a sub-advisor to third-party advisors. The firm utilizes client-specific investment programs and employs a range of strategies including index ETFs, technical and fundamental analysis, and complex instruments for hedging and tactical trading.
Carrie P
Series 65
Metairie, LA
Hedged Private Wealth
Carrie Provenzano is a financial advisor at Hedged Private Wealth with eight years of industry experience. She holds a Series 65 designation and has been with Hedged Private Wealth since 2016. Outside of her advisory role, she is an insurance agent at MMC Enterprises, where she spends part of her time quoting group health plans, reviewing renewals, and selling Medicare plans. Hedged Private Wealth provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and small businesses, and serves as a sub-advisor to third-party advisors. The firm uses client-specific investment programs with discretionary trading authority, employing a range of strategies including index ETFs, mutual funds, and more complex instruments such as derivatives and options.
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