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SOULENCE WEALTH MANAGEMENT, LLC
CRD 167898 · SEC 801-133695
220 S 2500 W, PLEASANT GROVE, UT, 84062, United States
Phone
480-678-0411
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.4M
Discretionary AUM
$84.4M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-12-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 343 | $37.3M |
| High net worth individuals | 20 | $47.1M |
All web addresses on file
Official SEC filing: View on IAPD