PLEASANT GROVE, UTCRD 340580Latest ADV March 26, 2026
Soulence Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pleasant Grove, UT. Its latest Form ADV filing, dated March 26, 2026, reports $95M in regulatory assets under management, 5 employees, 2 offices, and 772 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.9% of total clients.
Top client categories% of clientsClients
1
Individuals
94.9%
373
2
HNWI
5.1%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$95Mas of March 26, 2026
Discretionary100.0%
$95M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$95M
Total Accounts772
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee79:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.