JM
Jacob M. Martin
SOULENCE WEALTH MANAGEMENT
PLEASANT GROVE, UT 84062
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CRD#: 6920773
JM
Jacob Marion MartinSOULENCE WEALTH MANAGEMENT
Professional summary
Jacob Marion Martin, who also goes by Jacob Martin, is a registered financial advisor currently at SOULENCE WEALTH MANAGEMENT located in Pleasant Grove, Utah.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacob has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Jacob Martin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Soulence Tax & Wealth Advisors; Wealth Advisor; Approx. 160 hours per month; Approx. 160 hours per month during trading hours; similar clientele Mr. Martin is a licensed insurance agent. Mr. Martin is also an owner of Lilliano Capital Management, an investment management firm that provides portfolio management services through model portfolios and/or separately managed accounts. As disclosed in the Firm's Form ADV Part 2A, Soulence utilizes the investment strategies of Lilliano Capital Management in managing client accounts. Because Mr. Martin has an ownership interest in Lilliano Capital Management, he may receive financial benefits based on its business success. This presents a conflict of interest because Mr. Martin has a financial incentive to recommend or require the use of Lilliano Capital Management. Clients are informed of this conflict and may request additional information about the relationship. ?Name: Guaco Inc. ?Investment-related: No ?Address: 220 S. 2500 W., Pleasant Grove, UT 84062 ?Nature of business: S-Corp to receive personal income ?Position: Owner 100% ?Start date: Feb. 2018 ?Time per Month: 0 ?Time During Trading: 0 ?Duties: None ?Name: Guaco Marketing LLC ?Investment-related: No ?Address: 220 S. 2500 W., Pleasant Grove, UT 84062 ?Nature of business: Marketing offshoot for Guaco. Non-securities related. For paying kids. ?Position: Owner 100% ?Start date: Nov. 2020 ?Time per Month: 0 ?Time During Trading: 0 ?Duties: None ?Name: SnautHaus Investments LLC ?Investment-related: No ?Address: 220 S. 2500 W., Pleasant Grove, UT 84062 ?Nature of business: Personal Investment LLC ?Position: Owner 100% ?Start date: Jan. 2026 ?Time per Month: 0 ?Time During Trading: 0 ?Duties: None ?Name: Tariff Tactics LLC ?Investment-related: No ?Address: 220 S. 2500 W., Pleasant Grove, UT 84062 ?Nature of business: Tax Strategy ?Position: Owner 50% ?Start date: Jan. 2026 ?Time per Month: 5 ?Time During Trading: 0 ?Duties: Management & Sales
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Marion Martin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 3, 2026 - Present
SOULENCE WEALTH MANAGEMENT
Office #1: 220 S 2500 W, Pleasant Grove, UT 84062RIA
CRD#: 340580
PLEASANT GROVE, UT
Past
March 7, 2025 - March 2, 2026
UWC WEALTH MANAGEMENT
RIA
CRD#: 167898
Pleasant Grove, UT
Past
January 19, 2021 - March 12, 2025
CORECAP ADVISORS
RIA
CRD#: 158819
Draper, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(3/3/2026)
Current Firm
SW
SOULENCE WEALTH MANAGEMENT
SOULENCE WEALTH MANAGEMENT | SOULENCE WEALTH MANAGEMENT II LLC | SOULENCE WEALTH MANAGEMENT II
CRD#: 340580 / SEC#: 801-135451
RIA
Registered Investment Advisory firm - (3/2/2026 120-Day Approval)Loading...
Contact information
Main Address
220 S 2500 W, Pleasant Grove, UT 84062
Mailing Address
Phone number
(801) 571-9900
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 772 |
| AUM (Assets Under Management) | $ 94,691,263 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SOULENCE WEALTH MANAGEMENT
CRD#: 340580Pleasant Grove, UT 84062TRUST BUT VERIFY
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