Soulence Wealth Management: new SEC registration, $108M AUM, Pleasant Grove, UT
Soulence Wealth Management (Pleasant Grove, Utah): new SEC registration, $108M AUM, Pleasant Grove, UT. Its amount of 108 is below the median of 134 (20th percentile). Dated 247 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 108 · 20th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 18 related UT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Soulence Wealth Management |
| Legal name | Soulence Wealth Management II LLC |
| CRD | 340580 |
| Status | Approved |
| Registered with the SEC | 2026-03-02 |
| Latest Form ADV filing | 2026-06-02 |
| Location | Pleasant Grove, UT, United States |
| Regulatory AUM | $107,518,073 |
| Accounts | 796 |
| Employees | 5 |
| Website | https://soulencewealth.com/ |
| amount percentile | 20th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (19 UT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (UT first): West Rim II Ugp, LLC · Tanara Wealth Management LLC · Olympus Peaks Financial, LLC · Heaton Financial, Pc · Larson Williams Wealth Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Soulence Wealth Management and 19 Utah peers
- Utah NewRiaPulse records like this one: 19
- Soulence Wealth Management's amount: 20th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Utah peer: $3,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $108M under management.
- Website on file.
What is the NewRiaPulse record for Soulence Wealth Management in Pleasant Grove, Utah?
Soulence Wealth Management received SEC registration as an investment adviser (2026-03-02) with $107,518,073 in regulatory assets under management, based in Pleasant Grove, UT.
How does Soulence Wealth Management compare to other Utah NewRiaPulse records?
Its amount of 108 is below the median (20th percentile); smaller records often move faster and face less competition. It is 247 days old; check the official source for later updates before acting.
Soulence Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Soulence Wealth Management | Pleasant Grove, UT | 108 | 20th | 2026-03-02 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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- Cs Tomasi Wealth Management
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.