PROVIDENCE LEGACY ADVISORS LLC

PROVIDENCE LEGACY ADVISORS LLC is an SEC-registered investment adviser (CRD 336846). Regulatory assets under management: $174.8M.

Registration

• CRD: 336846
• SEC file number: 801-134269
• Type: Registered investment adviser
• Phone: 484 302 8343
• Latest filing: 2026-03-02
• Regulatory AUM: $174.8M
• Discretionary AUM: $75.0M
• Non-discretionary AUM: $99.8M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

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 336846 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search