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Provident Living Financial Services

Provident Living Financial Services. CRD 282665

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CRD: 282665

Provident Living Financial Services

Lehi, UT, 84043
8017535639
www.getprovident.com
$158.1M Total AUM
$158.1M Disc. AUM
-- 3Y CAGR
3 Employees
254 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
ValueCrest momentum +more
Established Date
07-26-2016
Office Locations
2

Office Locations

1691 Third Street Atwater CA
3450 N Triumph Blvd. Suite 102 Lehi UT

About Provident Living Financial Services

Provident Living Financial Services is a Lehi, UT RIA providing investment management and financial wellness services, including planning, life-event support, and ongoing advice/advocacy. The firm serves individuals and business owners and also partners with employers/groups and other advisors. Portfolios are built primarily with ETFs and public funds. Differentiator: tiered “Finique 360” membership with a secure dashboard and flat-fee/waived-fee options.

Team overview

-- AVG AGE
$52.7M AVG AUM / ADVISOR
$622.4K AVG AUM / CLIENT
6.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Harbor Summit

Client Personas

Vertex

Custodian

Ember Momentum summit Meridian timber Focus Focus meridian Pathway

Fund Managers

Wave foundation

Investment Themes

Ember

Investment Vehicles

Vertex

Platform

Vital North Radial summit

Services

Unison Quantum pioneer Momentum timber Value frontier Wave peak Oak Fusion Bridge

Technology

Radial momentum Ridge frontier Vital zenith

Owner & Executives

R

RICHARD TOM BARBER

Chief Compliance Officer, President

CRD
#4566084
Ownership
75% or more
(549) 460-8139
capital.timber@horizoncapital.com
in linkedin.com/in/crest-north

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Contacts

R

Ruth Barber

--

CRD
#8226657
(916) 716-9725
horizon.horizon@oakcapital.com
in linkedin.com/in/delta-frontier
R

RACHEL Anne PIERINI

--

CRD
#6555997
(537) 846-7583
optima.pioneer@harborcapital.com
in linkedin.com/in/momentum-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-23-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $158,102,043 $387,505
Non-Discretionary $0 --
Total $158,102,043 $387,505

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Separately Managed Accounts

Total SMA Asset: $158,102,043

$158.1M Total SMA
Public Funds:
18.3%
Equity - Exchange:
34.4%
Cash:
34.8%
Derivatives:
12.5%
Asset class Assets Assets %
Public Funds $1,552,006,444 18.3%
Equity - Exchange $2,917,432,878 34.4%
Cash $2,951,356,516 34.8%
Derivatives $1,060,113,691 12.5%
Total $8,480,909,529 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FRONTIER OPTIMA SUMMIT FOUNDATION FOCUS 4J4OA88LG VAG 4.27% $98,253,957
ZENITH HORIZON PEAK GLACIER MERIDIAN XPCY3WF96 XIHPR 10.10% $97,561,392
VECTOR ELEMENT RADIAL QUANTUM 09SDWEBS7 BRTID 3.55% $18,244,087
INSIGHT CATALYST SUMMIT VITAL 3YXFA3A47 JBI 12.49% $27,584,324
LEGACY RIDGE CREST QUANTUM Y1X9BP6SH IEFM 6.95% $64,876,218
VERTEX GLACIER PEAK TIMBER VITAL HYBVKS8BK YVPDI 5.19% $65,591,327
PRIME BEACON PIONEER OPTIMA PK9S3LQDI KYGCJ 9.41% $100,368,584
UNISON VERTEX ALPHA VALUE DELTA WLFZN2GJI PCKML 4.33% $64,094,134

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