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PROVIDENCE FINANCIAL ADVISORS, LLC

OVERLAND PARK, KS · CRD 124839 · IAPD ↗ · pfa-llc.com · 913-323-0535

$428.1MRegulatory AUM
4Advisory reps
5Employees
2Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — PROVIDENCE FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($412.2M -> $544.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
March 2024 — PROVIDENCE FINANCIAL ADVISORS, LLC reported RAUM up 38% ($298.3M -> $412.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.