PROVIDENT LIVING FINANCIAL SERVICES

RIASEC RegisteredEst. 2025

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 a corporation operating as an independent registered investment adviser. The firm was registered with the SEC in 2025 and is owned by an individual. It positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory lineup includes financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and educational seminars or workshops. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm is not an active ESG investor per the snapshot data.