$107.5M Total AUM
$107.5M Disc. AUM
-- 3Y CAGR
5 Employees
410 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-02-2026
- Office Locations
- 5
Office Locations
220 S 2500 W Pleasant Grove UT
42-16 28th AVE Suite 1RA Astoria NY
-- Amarillo TX
About Soulence Wealth Management
Soulence Wealth Management is a Pleasant Grove-based RIA with 5 offices. The firm has been operating for 0 years. Managing $107.5M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$21.5M AVG AUM / ADVISOR
$262.2K AVG AUM / CLIENT
0.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTOPHER JAMES ANDERSON
Owner
- CRD
- #6308983
- Ownership
- 50% but less than 75%
Available
Available
Available
Jacob Marion Martin
Senior Partner
- CRD
- #6920773
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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Andrew Scott Backenstoss
Wealth Advisor
- CRD
- #7646990
Available
Available
Available
Carson Cal Brown
Wealth Advisor
- CRD
- #8197734
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,518,073 | $135,073 |
| Non-Discretionary | $0 | -- |
| Total | $107,518,073 | $135,073 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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