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220 S 2500 W, Pleasant Grove, UT 84062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-23 |
Branch Locations
220 S 2500 W, Pleasant Grove, UT 84062 • United States
Pheonix, AZ • United States
2046 W. Union Park Drive, Phoenix, AZ 85085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-21 |
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