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Provident Living Financial Services, Inc.

● SEC registered since 2025CRD 282665SEC# 801-132694Lehi, UT
Export (members)
Reg. AUM
$130.4M
Employees
2
Accounts
465
Location
Lehi, UT

Provident Living Financial Services, Inc. assets under management

Provident Living Financial Services, Inc. is an investment advisory firm registered with the SEC based in Lehi, UT. The firm has been registered since 2025. It reports $130.4 million in regulatory assets under management and employs 2 people.
www.getprovident.comView on SEC.gov ↗

Provident Living Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Richard Tom Barber ControlPresident/Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Provident Living Financial Services, Inc. manage?

Provident Living Financial Services, Inc. reports $130.4 million in regulatory assets under management on its Form ADV.

How many employees does Provident Living Financial Services, Inc. have?

Provident Living Financial Services, Inc. reports 2 employees.

Where is Provident Living Financial Services, Inc. located?

Provident Living Financial Services, Inc. is based in Lehi, UT and has been SEC-registered since 2025.

Does Provident Living Financial Services, Inc. disclose fund performance?

Provident Living Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3450 N Triumph Blvd., Suite 102, Lehi, UT 84043
Phone801-753-5639
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.4M
Non-discretionary$0
Total (RAUM)$130.4M