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David Allen Sinclair

Investment adviser representative at Soulence Wealth Management
10 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

10 years in the industry.

  1. Soulence Wealth ManagementJul 2026 to now
  2. Soulence Wealth Management Ii LLCJun 2026 to now
  3. Darmen GroupNov 2024 to now
  4. 4freedom MobileJun 2019 to Dec 2024
  5. Darmen Technology & SolutionsApr 2016 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8301010
Firm CRD
340580
Advisor's SEC record (opens in a new tab)
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