Ashton J Green
Investment adviser representative at Soulence Wealth Management
11 yearsExperience
1 stateRegistered in
$107.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Soulence Wealth Management IiMar 2026 to now
- Soulence Wealth ManagementJan 2024 to now
- Mountain AmericaAug 2023 to Jan 2024
- Utah Valley UniversityAug 2019 to Mar 2024
- Taylor DrugAug 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Soulence Wealth Management
Legal name: Soulence Wealth Management Ii LLC
$107.5MAssets managed
410Clients
11Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7780918
- Firm CRD
- 340580