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SOULENCE WEALTH MANAGEMENT
SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580 · SEC 801-135451
220 S 2500 W, PLEASANT GROVE, UT, 84062, United States
Phone
801-571-9900
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.5M
Discretionary AUM
$107.5M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 388 | $51.3M |
| High net worth individuals | 22 | $56.2M |
States served
AZ, CA, CO, ID, IL, MA, MN, NY, ND, OR, TN, UT, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD