Overview
Assets Under Management: $158 million
Headquarters: LEHI, UT
High-Net-Worth Clients: 62
Average Client Assets: $1.6 million
Frequently Asked Questions
PROVIDENT LIVING FINANCIAL SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282665), PROVIDENT LIVING FINANCIAL SERVICES is subject to fiduciary duty under federal law.
PROVIDENT LIVING FINANCIAL SERVICES is headquartered in LEHI, UT.
PROVIDENT LIVING FINANCIAL SERVICES serves 62 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, PROVIDENT LIVING FINANCIAL SERVICES offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PROVIDENT LIVING FINANCIAL SERVICES manages $158 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, PROVIDENT LIVING FINANCIAL SERVICES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.90%
Average Client Assets: $1.6 million
Total Client Accounts: 408
Discretionary Accounts: 408
Regulatory Filings
CRD Number: 282665
Filing ID: 2055407
Last Filing Date: 2026-03-05 09:46:49