Provident Living Financial Services
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
FINTRXOverview
Provident Living Financial Services is an independent registered investment adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2025 and describes itself as a capital allocator serving both individuals/families and institutional clients. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Advisory services center on financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities43%
- Cash & Cash Equivalents10%
- Derivatives1%
Contacts
3 of 3Ruth Barber
Investment Advisor RepresentativeCRD 8226657
Rachel Pierini
Investment Advisor RepresentativeCRD 6555997
Richard Barber
PresidentCRD 4566084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$41.6M in ETFs
43%
$17.8M
28%
$23.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $11.8M | 258,653 | 28.30% |
Location
Lehi, UT
Utah
Location
Lehi, UT
Headquartered in Lehi, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 3450 N Triumph Blvd
- Time zone
- MT (UTC-7)
- Office locations
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