SOULENCE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2017

Total AUM

$84.4M

Discretionary

$84.4M

100% of AUM

Avg account

$115K

Accounts

733

Employees

Advisory reps

Firm details

Headquarters: PLEASANT GROVE, Utah
CRD number: 167898
Registered since: January 3, 2017
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI55.84%
Individuals44.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Soulence Wealth Management, LLC is an independent registered investment adviser that operates on a fee-for-assets model and targets individual and family clients. Founded and SEC-registered in 2017, the firm functions as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its stated investment preference skews toward equities, and it is not positioned as an ESG-focused manager. Portfolios appear to be built with a bias toward exchange-traded instruments, complemented by third-party managers where alternatives are needed. The firm acts as a selector of outside managers and uses external alternative fund managers for specific exposures rather than running large in-house private-investment platforms. Service delivery is typical of an independent RIA: advisory relationships with a percentage-of-AUM fee structure and direct portfolio oversight for discretionary clients.