SOULENCE WEALTH MANAGEMENT, LLC

SOULENCE WEALTH MANAGEMENT, LLC of PLEASANT GROVE, UT is an SEC-registered investment adviser (CRD 167898). Regulatory assets under management: $84.4M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (9)

NameRoleLocation
Jacob MartinPRESIDENT; PRESIDENT, CCOSheridan, WY
Jacob N PaciniMANAGING MEMBER, CIO SPECIALIZED EQUITY AND OPTIONS; MANAGING MEMBER, CIO SPECIALIZED EQUITY AND OPTIONS, CCO
Jacob Marion MartinPRESIDENT, CCO, OWNER
Christopher James AndersonOWNER
John Michael HarlineOWNER
HATFIELD DAVID TMANAGING MEMBER, CHIEF COMPLIANCE OFFICER
PACINI JACOB NMANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER
Giner Robert ChristopherMANAGING MEMBER, CHIEF TECHNOLOGY OFFICER
Jacob N. PaciniMANAGING MEMBER, CIO SPECIALIZED EQUITY AND OPTIONS; MANAGING MEMBER, CIO SPECIALIZED EQUITY AND OPTIONS, CCO

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