David Sinclair
Soulence Wealth Management · Pleasant Grove, Utah
David Sinclair is a fee-only financial advisor at Soulence Wealth Management in Pleasant Grove, Utah. David focuses on estate & legacy planning, tax planning and small business owners. Soulence Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | Soulence Wealth Management |
|---|---|
| Based in | Pleasant Grove, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $107.5M across 796 accounts |
| SEC registration | Investment adviser representative in UT · CRD 8301010 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | soulencewealth.com |
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Questions about David
Is David Sinclair a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Soulence Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Soulence Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David Sinclair based?
David Sinclair is based in Pleasant Grove, Utah.
What does David specialize in?
David's specialties include estate & legacy planning, tax planning, small business owners, family wealth transfer and sustainable & impact investing. David works with multi-generational families and founders.
Is David Sinclair registered with the SEC?
Yes. David Sinclair is registered as an investment adviser representative in UT (CRD 8301010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Soulence Wealth Management manage?
Soulence Wealth Management reports $107.5M across 796 accounts in assets under management.
How do I contact David Sinclair?
Through David's website, soulencewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Soulence Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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