Owner · Soulence Wealth Management
Christopher J. Anderson
CRD 6308983 · Named on Form ADV at one SEC-registered adviser
At a glance
Soulence Wealth Management, an SEC-registered wealth manager based in Pleasant Grove, UT with $108 million in regulatory assets, lists Christopher J. Anderson on its Form ADV as Owner, a control person.
Firms and roles
- Soulence Wealth ManagementOwnerWealth manager · Pleasant Grove, UT · $108M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jacob M. MartinPresident, Chief Compliance Officer, Owner, Soulence Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.