Soulence Wealth Management
Soulence Wealth Management is an SEC-registered mass-market adviser in Pleasant Grove, UT with $107.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Soulence Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340580, SEC 801-135451, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $107.5M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- Pleasant Grove, UT
- Employees
- 5
- Clients
- 410
- CRD
- 340580
- Ownership
- Martin, Jacob, Marion; ANDERSON, CHRISTOPHER, JAMES
How much AUM does Soulence Wealth Management have?
Soulence Wealth Management reported $107.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Soulence Wealth Management?
Disclosed owners and executives of Soulence Wealth Management include Martin, Jacob, Marion, ANDERSON, CHRISTOPHER, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.