Providence Legacy Advisors LLC

Overview

Providence Legacy Advisors LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm reports a client base focused on high-net-worth households and small business owners, delivering advisory services under a fee model that includes a percentage of assets under management, hourly charges and fixed fees. Its stated advisory activities cover financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses and other business or institutional clients. The firm is not an active ESG investor and does not describe itself as a multi-state adviser or a pension consultant. Ownership is listed as individual, and the entity is organized as a limited liability company and registered with the SEC in 2025.

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Location & Offices