Little Elm, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Provision Asset, LLC
Team
Firm-wide stats for Provision Asset, LLC
About
Provision Asset is a fee‑based advisory that serves individuals (including high‑net‑worth clients), charitable organizations, and investment company clients, offering discretionary asset management, financial planning, and qualified plan consulting. The firm manages about $150.7 million for roughly 459 clients through a small advisory team and also places assets with sub‑advisors and third‑party money managers.
Provision generally manages accounts on a discretionary basis and uses a mix of fundamental, technical, and cyclical analysis to build portfolios and document client objectives in investment policy statements. The firm regularly engages sub‑advisors and third‑party managers and may include less liquid real‑asset vehicles—such as non‑traded REITs, interval funds, Delaware Statutory Trusts, and Opportunity Zone investments—after discussing liquidity and suitability with clients.
Distinctive elements in Provision’s brochure include a multi‑office structure (seven offices) and an explicit practice of advising investment company clients, both of which are uncommon for team firms. The brochure also discloses principals’ licensed insurance activities, referral and fee‑sharing arrangements with third‑party managers (including incentive participation), and the firm’s stated procedures to disclose and mitigate related conflicts of interest.
Based on Provision Asset, LLC
Expertise
Based on Provision Asset, LLC
Location
Little Elm TX
Advisors at this office
2
Advisors at this office
Gwendolyn L
Series 65
Little Elm, TX
Provision Asset, LLC
Gwendolyn Louie is a Series 65 licensed financial advisor with Provision Asset, LLC, based in Little Elm, TX. She has four years of industry experience and has been with Provision Asset in various capacities since 2018. Prior to her advisory career, she worked at HomeMaker from 2009 to 2018. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis and offers services including portfolio management, comprehensive financial planning, and qualified plan consulting.
Daniel T
Series 65
Little Elm, TX
Provision Asset, LLC
Daniel Thomas is a financial advisor at Provision Asset, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Ivantage LLC and KXII-TV. Outside of his advisory role, he owns In Focus Consulting LLC, an insurance agency. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis to construct diversified portfolios, and it operates seven offices with a team of six advisors.
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