Ashton Green has been an investment adviser representative at Soulence Wealth Management II since March 2026, and is not listed among the firm’s executive officers or direct owners.
Soulence Wealth Management II LLC is a Pleasant Grove, UT firm with $108M under management, 410 clients and 5 advisers across 3 offices, as of its June 2026 filing.
- Soulence Wealth ManagementCurrent– present · under a yearPleasant Grove, UT · Adviser representative · Firm CRD 340580
Investment adviser representative registrations
Ashton Green is registered as an investment adviser representative in Utah, since March 2026.
- UtahSince 3 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 June 2025 |
| SIE | Securities Industry Essentials Examination | 31 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ashton J Green
- CRD
- 7780918
- Firm
- Soulence Wealth Management II · CRD 340580
- Office
- 220 S 2500 W, Pleasant Grove, UT 84062
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Ashton Green work?
Ashton Green is an investment adviser representative registered through Soulence Wealth Management II LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ashton Green a financial advisor?
Yes. Ashton Green has a current investment-adviser registration in Utah, through Soulence Wealth Management II since March 2026.
How many years of experience does Ashton Green have?
Ashton Green has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Ashton Green passed?
Ashton Green has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2024.
Where is Ashton Green based?
Ashton Green’s registered office is in Pleasant Grove, UT.
Is Ashton Green registered with FINRA?
No. Ashton Green has no current broker registration.
How can I verify Ashton Green’s record?
Search CRD 7780918 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashton Green’s full registration record.
