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Soulence Wealth Management II, LLC

EST. AUM
$94,691,263

CONTACTS
5

CLIENT ACCOUNTS
772

Firm Details

Metro area Salt Lake City
CRD Number 340580
Website soulencewealth.com
Client types

Overview

Soulence Wealth Management II, LLC is a Pleasant Grove, Utah-based SEC-registered investment advisory firm formed on January 12, 2026, and wholly owned by Chris Anderson and Jacob Martin. The firm provides discretionary investment management and financial planning services, with each independent investment adviser representative selecting strategies and products most appropriate for their individual client base. Soulence manages approximately $94.7M in assets as of March 2026 and serves clients across multiple states through third-party managers, custom-traded portfolios, and participant account management services.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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