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Soulence Wealth Management
SOULENCE WEALTH MANAGEMENT is an SEC-registered investment adviser in Pleasant Grove, UT, registered since 2026. The firm manages $95 million in assets.
Soulence Wealth Management
SOULENCE WEALTH MANAGEMENT is an SEC-registered investment adviser in Pleasant Grove, UT, registered since 2026. The firm manages $95 million in assets. It has 5 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2007
Sector focus
Frequently asked questions
What investment stages does Soulence Wealth Management typically target?
Soulence Wealth Management focuses on private equity, real estate, and venture capital per public record. The firm has not disclosed specific stage preferences, such as early-stage vs. growth vs. buyout, or whether it pursues control or minority positions. Its third-party database classification suggests direct investing rather than fund-of-funds exposure.
How does Soulence source proprietary deal flow?
The firm does not publicly describe its deal-sourcing methodology. Its multi-family office structure may provide access to the networks and internal deal flow of its family clients. No public statements detail proprietary sourcing or club-deal participation.
Is Soulence structured as a single family office or a multi-family office?
Soulence Wealth Management operates as a multi-family office (MFO), per its entity classification. An MFO manages assets for multiple families, as opposed to a single-family office, which serves one wealth-creating family. The firm has not disclosed the number of families it serves.
Does Soulence make direct investments or commit to external funds?
Public records indicate Soulence engages in direct investments across private equity and real estate. Whether it also commits to external GP funds or uses managed accounts is not publicly known. The firm's profile on third-party platforms classifies it as an asset manager with direct ownership capabilities.
Where does the underlying wealth managed by Soulence originate?
The wealth origin for families served by Soulence Wealth Management is not publicly disclosed. The firm's name and market positioning do not point to a specific industry or entrepreneurial fortune. Multi-family offices often serve entrepreneurs from technology, finance, or industrial sectors, but no specific family names or sources are confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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