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PROVIDENCE LEGACY ADVISORS LLC

CRD 336846 · SEC 801-134269

Visit website

PA, United States

Phone

484 302 8343

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$174.8M

Discretionary AUM

$75.0M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals5$47.2M

States served

PA

All web addresses on file

Official SEC filing: View on IAPD