Overview
Assets Under Management: $95 million
Headquarters: PLEASANT GROVE, UT
High-Net-Worth Clients: 20
Average Client Assets: $2.5 million
Frequently Asked Questions
SOULENCE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #340580), SOULENCE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SOULENCE WEALTH MANAGEMENT is headquartered in PLEASANT GROVE, UT.
SOULENCE WEALTH MANAGEMENT serves 20 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, SOULENCE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SOULENCE WEALTH MANAGEMENT manages $95 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, SOULENCE WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.62%
Average Client Assets: $2.5 million
Total Client Accounts: 772
Discretionary Accounts: 772
Regulatory Filings
CRD Number: 340580
Filing ID: 2083528
Last Filing Date: 2026-03-26 11:13:19