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Multi-Family OfficeRIA · CRD 340580SEC-Registered

Updated:

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.

Overview

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

Private EquityReal EstateVenture Capital

Frequently asked questions

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.

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