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Current Employers
Soulence Wealth Management

220 S 2500 W, Pleasant Grove, UT 84062 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-23
  • AZ RA
    APPROVED
    Since 2026-04-23

Branch Locations

220 S 2500 W, Pleasant Grove, UT 84062 • United States

Pheonix, AZ • United States

Lilliano Capital Management Llc

2046 W. Union Park Drive, Phoenix, AZ 85085 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-05
  • AZ RA
    APPROVED
    Since 2026-03-05

Branch Locations

2046 W. Union Park Drive, Phoenix, AZ 85085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacini Hatfield Investments, Llc Scottsdale AZ 03/2013 09/2019
Soulence Wealth Management Phoenix AZ 09/2019 02/2026
Lilliano Capital Management, Llc Phoenix AZ 02/2026 Present
Soulence Wealth Management Ii, Llc Phoenix AZ 03/2026 Present
Previous Registrations
Other Businesses

The name of the other business: Lilliano Capital LLC The nature of the business: RIA - Asset Manager providing OCIO services whether the business is investment-related Yes the position and duties held in the business: CO-Founder and CIO the percentage ownership held in the business: 95% the approximate number of hours/month devoted to the other business: 100hour/mo whether clients of the Adviser solicited to invest in the outside business activities: No whether the clients of outside business entities are solicited (or will be solicited) to receive services from the investment adviser, and: This is the service that invests for Soulence. I do not solicit clients directly. All clients are through the advisors whether clients will be solicited to invest or receive services from the investment adviser: They will be solicited by the advisors to invest in our models. The name of the other business: Jacob AI LLC The nature of the business: Used to process data from dozens of sources to make sense of big data. The main reason for this firm is to segment off the Deep Learning aspect of what I do. whether the business is investment-related No the position and duties held in the business: Owner and Data Scientist the percentage ownership held in the business: 100% the approximate number of hours/month devoted to the other business: 60 hours/mo whether clients of the Adviser solicited to invest in the outside business activities: No whether the clients of outside business entities are solicited (or will be solicited) to receive services from the investment adviser, and: No whether clients will be solicited to invest or receive services from the investment adviser: No The name of the other business: Pacini Ventures LLC The nature of the business: Holding Company to roll up the various revenue sources whether the business is investment-related No the position and duties held in the business: Owner the percentage ownership held in the business: 100% the approximate number of hours/month devoted to the other business: 0 hours/mo whether clients of the Adviser solicited to invest in the outside business activities: No whether the clients of outside business entities are solicited (or will be solicited) to receive services from the investment adviser, and: No whether clients will be solicited to invest or receive services from the investment adviser: No

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-21
  • S65 Uniform Investment Adviser Law Examination
    2014-02-21

View on SEC IAPD

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