PROVIDENT LIVING FINANCIAL SERVICES

PROVIDENT LIVING FINANCIAL SERVICES of LEHI, UT is an SEC-registered investment adviser (CRD 282665). Regulatory assets under management: $158.1M.

Registration

• CRD: 282665
• SEC file number: 801-132694
• Type: Registered investment adviser
• Location: 3450 N TRIUMPH BLVD., LEHI, UT, 84043
• Phone: 801-753-5639
• Latest filing: 2026-03-05
• Regulatory AUM: $158.1M
• Discretionary AUM: $158.1M
• Clients: 3
• Accounts: 408

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282665 on SEC IAPD (source of record)
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