{"url":"https://nivawealth.com/firms/soulence-wealth-management-ii-340580","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340580","regulatoryAum":107518073,"crd":"340580","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6308983","suffix":null,"lastName":"ANDERSON","firstName":"CHRISTOPHER","middleName":"JAMES"},{"crd":"7646990","suffix":null,"lastName":"Backenstoss","firstName":"Andrew","middleName":"Scott"},{"crd":"8197734","suffix":null,"lastName":"Brown","firstName":"Carson","middleName":"Cal"},{"crd":"5376168","suffix":null,"lastName":"CHOUDHURY","firstName":"MUSTAQUE","middleName":"HAIDER"},{"crd":"7130119","suffix":null,"lastName":"Dursteler","firstName":"Jonathan","middleName":"Eric"},{"crd":"7780918","suffix":null,"lastName":"Green","firstName":"Ashton","middleName":"J"},{"crd":"6920773","suffix":null,"lastName":"Martin","firstName":"Jacob","middleName":"Marion"},{"crd":"7345186","suffix":null,"lastName":"McMennamy","firstName":"Gabriel","middleName":"Cory"},{"crd":"2246766","suffix":null,"lastName":"Nelson","firstName":"Gregory","middleName":"G"},{"crd":"6196056","suffix":null,"lastName":"PACINI","firstName":"JACOB","middleName":"N."},{"crd":"8301010","suffix":null,"lastName":"Sinclair","firstName":"David","middleName":"Allen"}],"total":11,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135451","legalName":"Soulence Wealth Management II LLC","displayName":"Soulence Wealth Management II","slug":"soulence-wealth-management-ii-340580","website":"https://soulencewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"220 S 2500 W","city":"Pleasant Grove","state":"UT","stateName":"Utah","country":"United States","postalCode":"84062"},"tradeNames":["Capital Strategic Wealth","Darmen Wealth"],"registration":{"secApproved":"2 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":262239.2024390244,"staff":{"employees":5,"advisory":5,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":107518073,"discretionary":107518073,"discretionaryAccounts":796,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":388,"regulatoryAum":51314346},{"label":"High-net-worth individuals","clients":22,"regulatoryAum":56203727}],"feePrograms":[{"role":"other","program":"Assets Under Advisement","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046991","versionId":1046991,"submittedOn":"2026-06-02","documentName":"ADV PART 2A"},{"role":"other","program":"Retirement Planning","summary":"Retirement planning is a fixed fee of up to $1,200 a year, agreed in writing before services begin.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046991","versionId":1046991,"submittedOn":"2026-06-02","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:14:38.670182+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046991","versionId":1046991,"submittedOn":"2026-06-02"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":98057325}],"custodyNote":"Soulence Wealth Management II does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jacob Martin","title":"President, Chief Compliance Officer, Owner","crd":"6920773"},{"name":"Christopher Anderson","title":"Owner","crd":"6308983"}],"ownership":[{"label":"Jacob Martin","detail":"President, chief compliance officer, owner in the 50% to 75% ownership band and a control person, since January 2026."},{"label":"Christopher Anderson","detail":"Owner in the 50% to 75% ownership band and a control person, since January 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":1,"addresses":[{"street":"220 S 2500 W","city":"Pleasant Grove","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-571-9900","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":84},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":8},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"2 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/340580/PDF/340580.pdf","brochureDate":"2 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046991","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Soulence Wealth Management II have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Soulence Wealth Management II offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Soulence Wealth Management II use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Soulence Wealth Management II have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Soulence Wealth Management II invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Soulence Wealth Management II?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Soulence Wealth Management II get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Soulence Wealth Management II?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}