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| Provident Living Financial Services Inc
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|
|---|---|
| CRD # | 282665 |
| SEC # | 801-132694 |
| CIK # | 0002083149 |
| AUM | $158.1 M (2026-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 801-753-5639 |
| Address | 3450 N Triumph Blvd Lehi, UT 84043 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Social Capital Hedosophia Holdings Corp V | 13.1 | ||
| Citigroup Inc | 6.3 | ||
| Bank of America Corp /DE/ | 4.9 | ||
| Apple Inc | 3.4 | ||
| Petrobras - Petroleo Brasileiro Sa | 3.2 | ||
| Freeport McMoran Copper & Gold Inc | 2.5 | ||
| Alphabet Inc | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Facebook Inc | 1.4 | ||
| AT&T Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 51.9 |
| (b) Individuals (high net worth individuals) | 62 | 96.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.7 |
| (h) Charitable organizations | 5 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 408 | 158.1 |
| By Discretionary | ||
| Discretionary | 408 | 158.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 408 | 158.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.1 | |
| Total | 408 | 158.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002083149] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Water Capital Management LLC
✚
|
NC | 0.2 |
|
Retirement Solutions Group Inc
✚
|
TN | 0.2 |
|
Fairway Financial LLC
✚
|
FL | 0.2 |
|
RS Petrell & Associates LLC
✚
|
NY | 0.2 |
|
Verus Capital Ventures Inc
✚
|
TX | 0.2 |
|
Water Valley Investment Advisors Inc
✚
|
IA | 0.2 |
|
River's Edge Wealth Management LLC
✚
|
PA | 0.2 |
|
Collective Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Irvine Wealth Planning Strategies LLC
✚
|
NY | 0.2 |
|
Englebert Financial Advisers LLC
✚
|
PA | 0.2 |