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SOULENCE WEALTH MANAGEMENT

PLEASANT GROVE, UT · CRD 340580 · IAPD ↗ · soulencewealth.com · 801-571-9900

$107.5MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
July 2026 — SOULENCE WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2026 — SOULENCE WEALTH MANAGEMENT (PLEASANT GROVE, UT) is newly SEC-registered (provisional 120-day approval) with $94.7M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.