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RIA · CRD 282665SEC-Registered

Updated:

Provident Living Financial Services

PROVIDENT LIVING FINANCIAL SERVICES is an SEC-registered investment adviser in LEHI, UT, registered since 2025. The firm manages approximately $158 million...

Overview

PROVIDENT LIVING FINANCIAL SERVICES is an SEC-registered investment adviser in LEHI, UT, registered since 2025. The firm manages approximately $158 million in regulatory assets. It has 3 employees and 3 investment advisers. PROVIDENT LIVING FINANCIAL SERVICES was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-05, it reported 3 employees; 408 advisory accounts; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

RIA

Frequently asked questions

Who runs the investment decisions at Provident Living Financial Services?

There are no named principals or executives publicly associated with the firm. Investment leadership details are not available in public records.

Where is Provident Living Financial Services headquartered?

The firm's headquarters location has not been publicly identified. No city or country has been confirmed.

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