Jonathan Dursteler
Soulence Wealth Management · North Logan, Utah
Jonathan Dursteler is a fee-only financial advisor at Soulence Wealth Management in North Logan, Utah, who holds the CFP credential. Jonathan 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 | North Logan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $107.5M across 796 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7130119 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | soulencewealth.com |
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Questions about Jonathan
Is Jonathan Dursteler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Soulence Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jonathan Dursteler based?
Jonathan Dursteler is based in North Logan, Utah.
What does Jonathan specialize in?
Jonathan's specialties include estate & legacy planning, tax planning, small business owners, family wealth transfer and sustainable & impact investing. Jonathan works with multi-generational families and founders.
What credentials does Jonathan Dursteler hold?
Jonathan Dursteler holds the CFP credential.
Is Jonathan Dursteler registered with the SEC?
Yes. Jonathan Dursteler is registered as an investment adviser representative in UT (CRD 7130119), 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 Jonathan Dursteler?
Through Jonathan'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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