Provident Living Financial Services

RIASEC & State Registered

Total AUM

$158M

Discretionary

$158M

100% of AUM

Avg account

$388K

Accounts

408

Employees

Advisory reps

Firm details

Headquarters: Lehi, Utah
CRD number: 282665
Registered since: May 15, 2025
Website: www.getprovident.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.9%
Individuals32.8%
Pension & Profit Sharing Plans2.98%
Corporations / Businesses2.49%
Charitable Organizations0.83%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Provident Living Financial Services is an independent, individually owned registered investment adviser that registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional relationships and identifies itself as a capital allocator that blends discretionary portfolio management with financial planning and select advisory project work. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory offerings called out in filings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, selection and oversight of third-party advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor.