CRD: 290723
Provident Living Advisors LLC
$62.7M Total AUM
$62.7M Disc. AUM
-- 3Y CAGR
1 Employees
128 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Optima oak
- Established Date
- 01-05-2018
- Office Locations
- 1
Office Locations
10049 Kitsap Mall Blvd NW STE 249 Silverdale WA
About Provident Living Advisors LLC
Provident Living Advisors LLC is a Washington-registered RIA providing financial planning and investment management for retail clients. Its portfolios emphasize ETFs and U.S. government/agency bonds (with cash allocations), reflecting an asset-allocation and risk-management approach. Custody is reported with Charles Schwab (and legacy TD Ameritrade).
Team overview
41 AVG AGE
$62.7M AVG AUM / ADVISOR
$489.7K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Insight North
Investment Themes
Capital legacy Eagle Prime ember
Investment Vehicles
Ember
Services
Signal Ember quantum Wave Pathway optima Glacier summit Beacon signal Momentum
Technology
Unison fusion
Owner & Executives
MICHAEL ANTHONY LIZON
Chief Compliance Officer, Managing Partner
- CRD
- #5258946
- Ownership
- 75% or more
(531) 213-9636
summit.unison@bridgecapital.com
in linkedin.com/in/summit-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,683,623 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,683,623 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,683,623
Equity - Exchange:
29.7% U.S. Government/Agency:
44.5% Cash:
25.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,158,718,672 | 29.7% |
| U.S. Government/Agency | $1,736,127,304 | 44.5% |
| Cash | $1,006,563,695 | 25.8% |
| Total | $3,901,409,671 | 100.0% |