Carson Cal Brown

Financial advisor at Soulence Wealth Management · Pleasant Grove, UT

Last updated 2026-10-10

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Carson Cal Brown is a financial advisor at Soulence Wealth Management in Pleasant Grove, UT, CRD 8197734. Licenses and exams on the registration: Series 65. IAPD registration began 2026-03-03.

Registration

CRD number
8197734
Registration status
Active
IAPD registration
2026-03-03
Industry Experience
0 years
Work Experience
11 years
States registered
UT

Licenses and exams

  • Series 65

Work history

  • 2015-08 to 2019-06 · High School · Draper, UT
  • 2019-09 to 2020-06 · Einstein Bros Bagels · Draper, UT
  • 2020-06 to 2020-08 · M&M Asphalt Services · West Jordan, UT
  • 2020-09 to 2025-01 · Utah State University · Logan, UT
  • 2025-01 to 2026-03 · Soulence Wealth Management · Pleasant Grove, UT
  • 2026-03 to Present · Soulence Wealth Management II · Pleasant Grove, UT

Current employment

SEC IAPD record for Carson Cal Brown

Soulence Wealth Management

Regulatory AUM
$107,518,073
Registered advisors
11
Offices
7
Clients per advisor
37.3 (Low)
Average AUM per client
$262.2K (Low)
High-net-worth client ratio
5.4% (Low)

Soulence Wealth Management: advisors, services and reported ETF investments

About

Carson Cal Brown is a financial advisor at Soulence Wealth Management in Pleasant Grove, UT. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Soulence Wealth Management II, Utah State University, M&M Asphalt Services, Einstein Bros Bagels, among others.

Soulence Wealth Management's firm-level Form ADV reports 11 advisors across 7 offices; approximately 37.3 clients per advisor, average assets per client of $262,239, and regulatory AUM of $107.5M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Soulence Wealth Management on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Other Investment Adviser (Incl. Financial

Location

220 S 2500 W, Pleasant Grove, UT 84062

10 advisors at this office.

Soulence Wealth Management office in Pleasant Grove, UT

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Carson Cal Brown?

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