Soulence Wealth Management II provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Soulence Wealth Management II reports 410 clients. They include 388 individual clients and 22 high-net-worth individuals. Of its assets, 100.0% ($108M across 796 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 48% |
| High-net-worth individuals | 5% | 52% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 388 | $51.3M | 47.7% | $132K |
| High-net-worth individuals | 22 | $56.2M | 52.3% | $2.55M |
| Total | 410 | $108M | 100% | $262K |
- Clients
- 388
- Regulatory AUM
- $51.3M
- AUM share
- 47.7%
- Avg. per client
- $132K
- Clients
- 22
- Regulatory AUM
- $56.2M
- AUM share
- 52.3%
- Avg. per client
- $2.55M
Total
- Clients
- 410
- Regulatory AUM
- $108M
- AUM share
- 100%
- Avg. per client
- $262K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Soulence Wealth Management II is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Assets Under Advisement
- Assets under advisement are charged a fixed annual fee of $2,000 below $1,000,000, rising in bands to $10,000 above $4,000,000; negotiable.
- Retirement Planning
- Retirement planning is a fixed fee of up to $1,200 a year, agreed in writing before services begin.
Jacob Martin owns 50% to 75% of Soulence Wealth Management II. The leadership team of Soulence Wealth Management II includes President Jacob Martin. It has 5 employees.
Leadership
Jacob MartinPresident, Chief Compliance Officer, Owner
Christopher AndersonOwner
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Jacob N. Pacini
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Soulence Wealth Management II LLC
Jacob Martin
Control person · since January 2026
- Owns 50% to 75% of Soulence Wealth Management II LLC
Christopher Anderson
Control person · since January 2026
Besides its headquarters, Soulence Wealth Management II has 2 offices (2 private residences, listed without an address), with 1 listed address in Utah.
Utah · 1 listed address
- 220 S 2500 W, Pleasant GroveHQ
Other business names
Soulence Wealth Management II has reported 2 other business names to the SEC.
- Capital Strategic Wealth
- Darmen Wealth
Contact and registration details
- Legal name
- Soulence Wealth Management II LLC
- Headquarters
- 220 S 2500 W, Pleasant Grove, UT 84062
- Website
- soulencewealth.com
- Phone
- 801-571-9900
- SEC file
- 801-135451
- Structure
- Utah LLC
- Fiscal year end
- December
Soulence Wealth Management II uses Charles Schwab ($98.1M) as custodian for its separately managed accounts. Soulence Wealth Management II does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $98.1M100%
At year end, Soulence Wealth Management II’s separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks3%
- Funds92%
- Registered funds84%
- Pooled vehicles8%
- Cash5%
How many clients does Soulence Wealth Management II have?
Soulence Wealth Management II has 410 clients and manages $108 million for them, as of June 2026. They include 388 individual clients and 22 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 June 2026
What services does Soulence Wealth Management II offer?
Soulence Wealth Management II provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Soulence Wealth Management II use?
Soulence Wealth Management II’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $98.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026
How many financial advisors does Soulence Wealth Management II have?
Soulence Wealth Management II has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Soulence Wealth Management II invest in?
At the end of its last fiscal year, Soulence Wealth Management II’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 8% pooled vehicles (private funds and similar), 5% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Soulence Wealth Management II?
Soulence Wealth Management II’s direct owners are Jacob Martin (50% to 75%) and Christopher Anderson (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 June 2026
How does Soulence Wealth Management II get paid?
Soulence Wealth Management II is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Soulence Wealth Management II?
Soulence Wealth Management II’s main office is at 220 S 2500 W, Pleasant Grove, UT 84062. Its phone number is 801-571-9900. Its website is soulencewealth.com.