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PROVIDENT LIVING FINANCIAL SERVICES
PROVIDENT LIVING FINANCIAL SERVICES, INC.
CRD 282665 · SEC 801-132694
3450 N TRIUMPH BLVD., SUITE 102, LEHI, UT, 84043, United States
Phone
801-753-5639
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.1M
Discretionary AUM
$158.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $51.9M |
| High net worth individuals | 62 | $96.3M |
| Pension/profit sharing plans | 3 | $4.7M |
| Charitable organizations | 5 | $1.3M |
| Corporations/business entities | 1 | $3.9M |
States served
CA, ID, UT, TX
All web addresses on file
Official SEC filing: View on IAPD