Providence Legacy Advisors LLC
● SEC registered since 2025CRD 336846SEC# 801-134269
Reg. AUM
$174.8M
Employees
1
Accounts
11
Location
—
Providence Legacy Advisors LLC assets under management
Providence Legacy Advisors LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $174.8 million in regulatory assets under management and employs 1 people.
Providence Legacy Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jose Luis Sabastro Control | Managing Member And Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Providence Legacy Advisors LLC manage?
Providence Legacy Advisors LLC reports $174.8 million in regulatory assets under management on its Form ADV.
How many employees does Providence Legacy Advisors LLC have?
Providence Legacy Advisors LLC reports 1 employees.
Does Providence Legacy Advisors LLC disclose fund performance?
Providence Legacy Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 484 302 8343 |
| Fax | N/A |
| Office hours | 8:30a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174.8MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$174.8Mregulatory AUM
Discretionary $75MNon-discretionary $99.8M