{
  "crd_number": 340580,
  "slug": "soulence-wealth-management-pleasant-grove-ut-340580",
  "primary_business_name": "SOULENCE WEALTH MANAGEMENT",
  "legal_name": "SOULENCE WEALTH MANAGEMENT II LLC",
  "dbas": [
    "CAPITAL STRATEGIC WEALTH",
    "DARMEN WEALTH"
  ],
  "city": "Pleasant Grove",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "39340",
  "metro": {
    "cbsa_code": "39340",
    "common_name": "Provo",
    "msa_name": "Provo-Orem-Lehi, UT",
    "path": "/advisors/ut/provo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-02",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-02",
  "carried_forward": false,
  "raum_total": 107518073.0,
  "raum_discretionary": 107518073.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 51314346.0,
      "count": 388
    },
    "high_net_worth_individuals": {
      "raum": 56203727.0,
      "count": 22
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "IL",
    "MA",
    "MN",
    "MO",
    "ND",
    "NY",
    "OR",
    "TN",
    "TX",
    "UT"
  ],
  "websites": [
    "https://linkedin.com/company/unity-wealth-collective-wealth-management",
    "https://soulencewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340580",
  "city_as_filed": "PLEASANT GROVE",
  "url": "https://advisorcensus.com/firm/soulence-wealth-management-pleasant-grove-ut-340580",
  "display_name": "Soulence Wealth Management",
  "summary": "Soulence Wealth Management is an SEC-registered investment advisory firm in Pleasant Grove, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.",
  "citation": "AdvisorCensus. Soulence Wealth Management (CRD 340580): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Soulence Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Soulence Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Soulence Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated June 2, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states); Flat fee: up to $1,200 a year (Retirement Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Soulence Wealth Management located?",
      "a": "Soulence Wealth Management's principal office is in Pleasant Grove, UT, according to its Form ADV."
    },
    {
      "q": "Is Soulence Wealth Management registered with the SEC or a state?",
      "a": "Soulence Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340580."
    },
    {
      "q": "How much does Soulence Wealth Management manage?",
      "a": "Soulence Wealth Management reports $107,518,073 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Soulence Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (388); high net worth individuals (22)."
    },
    {
      "q": "Which custodians does Soulence Wealth Management use?",
      "a": "Soulence Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Soulence Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340580"
    },
    {
      "q": "What changed in Soulence Wealth Management's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added the business name Darmen Wealth. Added the business name Capital Strategic Wealth. Regulatory assets under management went from $94,691,263 to $107,518,073 (+14%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name Darmen Wealth.",
        "Added the business name Capital Strategic Wealth.",
        "Regulatory assets under management went from $94,691,263 to $107,518,073 (+14%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $1,200 a year (Retirement Planning Services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Soulence charges an asset-based advisory fee for portfolio management services. The firm’s standard annual fee generally does not exceed 2.00% of assets under management.",
          "Actual fees are negotiable and may be lower based on the scope of services, account size, household relationships, complexity, legacy pricing, and other factors."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $1,200 a year (Retirement Planning Services)"
        ],
        "quotes": [
          "For these Retirement Planning Services, Soulence charges a fixed fee. The retirement planning fee does not exceed $1,200 per year and is based on the complexity of the client’s financial situation and the scope of services to be provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 1200.0,
          "period": "annual",
          "service": "Retirement Planning Services"
        }
      ]
    },
    "quotes": [
      "Soulence charges an asset-based advisory fee for portfolio management services. The firm’s standard annual fee generally does not exceed 2.00% of assets under management.",
      "Actual fees are negotiable and may be lower based on the scope of services, account size, household relationships, complexity, legacy pricing, and other factors.",
      "For these Retirement Planning Services, Soulence charges a fixed fee. The retirement planning fee does not exceed $1,200 per year and is based on the complexity of the client’s financial situation and the scope of services to be provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/soulence-wealth-management-pleasant-grove-ut-340580.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 388,
      "fewer_than_5": false,
      "raum": 51314346.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 56203727.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340580",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}