Soulence Wealth Management II LLC
● SEC registered since 2026CRD 340580SEC# 801-135451Pleasant Grove, UT
Reg. AUM
$107.5M
Employees
5
Accounts
796
Location
Pleasant Grove, UT
Soulence Wealth Management II LLC assets under management
Soulence Wealth Management II LLC is an SEC-registered investment adviser based in Pleasant Grove, UT. The firm has been registered since 2026. It reports $107.5 million in regulatory assets under management and employs 5 people.
Soulence Wealth Management II LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Anderson Control | Owner | 50-75% | 2026 |
| Jacob Marion Martin Control | President, Chief Compliance Officer, Owner | 50-75% | 2026 |
Frequently asked questions
How much does Soulence Wealth Management II LLC manage?
Soulence Wealth Management II LLC reports $107.5 million in regulatory assets under management on its Form ADV.
How many employees does Soulence Wealth Management II LLC have?
Soulence Wealth Management II LLC reports 5 employees.
Where is Soulence Wealth Management II LLC located?
Soulence Wealth Management II LLC is based in Pleasant Grove, UT and has been SEC-registered since 2026.
Does Soulence Wealth Management II LLC disclose fund performance?
Soulence Wealth Management II LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 220 S 2500 W, Pleasant Grove, UT 84062 |
| Phone | 801-571-9900 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.5M▲ 14%
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$107.5Mregulatory AUM
Discretionary $107.5M