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President, Chief Compliance Officer, Owner · Soulence Wealth Management

Jacob M. Martin

CRD 6920773 · 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 Jacob M. Martin on its Form ADV as President, Chief Compliance Officer, Owner, a control person.

Firms and roles

  • Soulence Wealth ManagementPresident, Chief Compliance Officer, OwnerWealth manager · Pleasant Grove, UT · $108M in regulatory assets

AtlasMembers

Jacob’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.