Provident Living Financial Services, Inc.
● SEC registered since 2025CRD 282665SEC# 801-132694Lehi, UT
Reg. AUM
$158.1M
Employees
3
Accounts
408
Location
Lehi, UT
Provident Living Financial Services, Inc. assets under management
Provident Living Financial Services, Inc. is an investment advisory firm registered with the SEC based in Lehi, UT. The firm has been registered since 2025. It reports $158.1 million in regulatory assets under management and employs 3 people.
Provident Living Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Tom Barber Control | President/Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Provident Living Financial Services, Inc. manage?
Provident Living Financial Services, Inc. reports $158.1 million in regulatory assets under management on its Form ADV.
How many employees does Provident Living Financial Services, Inc. have?
Provident Living Financial Services, Inc. reports 3 employees.
Where is Provident Living Financial Services, Inc. located?
Provident Living Financial Services, Inc. is based in Lehi, UT and has been SEC-registered since 2025.
Does Provident Living Financial Services, Inc. disclose fund performance?
Provident Living Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3450 N Triumph Blvd., Suite 102, Lehi, UT 84043 |
| Phone | 801-753-5639 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.1M▲ 21%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$158.1Mregulatory AUM
Discretionary $158.1M