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Hedged Private Wealth

Updated today

Client assets under management

$4,240,896

Clients

49

16% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

12

Very Low

Average account size

$86,549

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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Percentage

Up to 2.00% annually, negotiable depending on size, scope, and complexity of services

Performance-based

Standard incentive fee is 2% AUM annually plus 20% performance fee; both fees are negotiable

Main office location

Hedged Private Wealth

1 Galleria Blvd, Suite 710 C

Metairie LA 70001, United States

Number of offices

2

Most active in

Louisiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

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.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

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.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Carrie P

Series 65

Metairie, LA

Hedged Private Wealth

Carrie Provenzano is a financial advisor at Hedged Private Wealth with seven years of industry experience. She holds a Series 65 designation and has been with Hedged Private Wealth since 2016. In addition to her advisory role, she works as an insurance agent at MMC Enterprises, where she focuses on group health and Medicare plans. Hedged Private Wealth provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and small businesses, and also serves as a sub-advisor to third-party advisors. The firm combines client-specific investment programs with a range of strategies including index ETFs, technical and fundamental analysis, and the use of complex instruments for hedging and tactical trading.

Active portfolio management Options & derivatives strategies Concentrated stock management
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