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Building 2SOULENCE WEALTH MANAGEMENT

Map pinPLEASANT GROVE, UT
Phone801-571-9900
NotebookSEC #801-135451
Total AUM
$94.7M
Employees
5
Clients
393

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 S 2500 W
PLEASANT GROVE
UT 84062
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
801-571-9900
Other Offices
2

ReceiptFinancials

Total AUM
$94.7M
Accounts
772
Discretionary
$94.7M
Accounts
772
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
373
AUM
$43.9M
HNW Individual Clients
20
AUM
$50.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILMAMNMONDNYORTNTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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