Provident Living Financial Services is an SEC registered investment adviser organized as a corporation with a primary office location in Lehi, UT. Its latest Form ADV filing, dated March 5, 2026, reports $158M in regulatory assets under management, 3 employees, 1 office, and 408 accounts.
Assets Under Management
$158M
Employees
3
Offices
1 office
Total Clients
254
Primary office
LEHI, UT
3450 N TRIUMPH BLVD., SUITE 102, LEHI, UT, United States
Top client segmentIndividuals represent 72.0% of total clients.
Top client categories% of clientsClients
1
Individuals
72.0%
183
2
HNWI
24.4%
62
3
Charitable
2.0%
5
4
Pension Plans
1.2%
3
5
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of March 5, 2026
Discretionary100.0%
$158M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$158M
Total Accounts408
10Y AUM Change+$28M (+21.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee85:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.