PROVIDENCE FINANCIAL ADVISORS, LLC
CRD #124839 SEC #801-127183 OVERLAND PARK, KS 913-323-0535
SEC Registered
Total AUM
$544.5M
Discretionary
$366.6M
Employees
3
Clients
0
Accounts
525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $544.5M | $366.6M | $177.9M | 3 | 2 |
| Oct 2024 | $412.2M | $279.4M | $132.8M | 3 | 2 |
| Sep 2024 | $412.2M | $279.4M | $132.8M | 3 | 2 |
| Jul 2024 | $412.2M | $279.4M | $132.8M | 3 | 2 |
| Feb 2024 | $412.2M | $279.4M | $132.8M | 3 | 2 |
| Oct 2023 | $298.3M | $247.4M | $50.9M | 3 | 2 |
| Feb 2023 | $298.3M | $247.4M | $50.9M | 3 | 2 |
| Dec 2022 | $104.1M | $96.6M | $7.6M | 3 | 3 |
DateMar 2025
Total AUM$544.5M
Discretionary$366.6M
Non-Disc.$177.9M
Employees3
Clients2
DateOct 2024
Total AUM$412.2M
Discretionary$279.4M
Non-Disc.$132.8M
Employees3
Clients2
DateSep 2024
Total AUM$412.2M
Discretionary$279.4M
Non-Disc.$132.8M
Employees3
Clients2
DateJul 2024
Total AUM$412.2M
Discretionary$279.4M
Non-Disc.$132.8M
Employees3
Clients2
DateFeb 2024
Total AUM$412.2M
Discretionary$279.4M
Non-Disc.$132.8M
Employees3
Clients2
DateOct 2023
Total AUM$298.3M
Discretionary$247.4M
Non-Disc.$50.9M
Employees3
Clients2
DateFeb 2023
Total AUM$298.3M
Discretionary$247.4M
Non-Disc.$50.9M
Employees3
Clients2
DateDec 2022
Total AUM$104.1M
Discretionary$96.6M
Non-Disc.$7.6M
Employees3
Clients3