Providence Legacy Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 336846
- Registered since
- September 2, 2025
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations45.89%
- Corporations / Businesses27.09%
- HNWI27.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Providence Legacy Advisors LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2025) and serves primarily individual and family clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Compensation arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm reports using third-party managers for alternative investments rather than acting as a direct capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other57%
- Public Funds/Mutual Funds34%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Jose Sabastro
Managing MemberCRD 3267017
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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