PPrivate Fund Data Log in Join · $37/mo

Soulence Wealth Management II LLC

● SEC registered since 2026CRD 340580SEC# 801-135451Pleasant Grove, UT
Export (members)
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
NameTitleOwnershipSince
Christopher James Anderson ControlOwner50-75%2026
Jacob Martin ControlPresident, Chief Compliance Officer, Owner50-75%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

Address220 S 2500 W, Pleasant Grove, UT 84062
Phone801-571-9900
Office hours9:00a.m.-5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.5M
Non-discretionary$0
Total (RAUM)$107.5M