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PROVIDENT LIVING FINANCIAL SERVICES

LEHI, UT · CRD 282665 · IAPD ↗ · getprovident.com · 801-753-5639

$158.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — PROVIDENT LIVING FINANCIAL SERVICES (LEHI, UT) is newly SEC-registered with $130.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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