Soulence Wealth Management

RIASEC RegisteredEst. 2026

Total AUM

$108M

Discretionary

$108M

100% of AUM

Avg account

$135K

Accounts

796

Employees

5

Advisory reps

9

Firm details

Headquarters: Pleasant Grove, Utah
CRD number: 340580
Registered since: March 2, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI52.27%
Individuals47.73%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Soulence Wealth Management is an independent, individual-owned registered investment adviser that charges clients a percentage of assets under management. The firm is identified as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. It is not positioned as an ESG-focused manager. The firm’s SEC registration year is listed as 2026 and it reports that it is not a multi-state adviser or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds84%
Private Funds8%
Cash & Cash Equivalents5%
Exchange Traded Equities3%

Owners & executives

1 of 1

Jacob Pacini
CIOCRD 6196056

Contacts

3 of 8

Christopher Anderson
Senior PartnerCRD 6308983
Andrew Backenstoss
Senior Financial AdvisorCRD 7646990
Ashton Green
Associate AdvisorCRD 7780918

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Pleasant Grove, UT

Utah

Location

Pleasant Grove, UT

Headquartered in Pleasant Grove, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area: Salt Lake City-Provo-Orem, UT
Region: West
County: Utah
Address: 220 S 2500 W
Time zone: MT (UTC-7)
Office locations

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