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SOLTIS INVESTMENT ADVISORS, LLC
CRD 154690 · SEC 801-71833
20 NORTH MAIN ST, SUITE 400, ST. GEORGE, UT, 84770, United States
Phone
435-674-1600
Fax
435-674-1616
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.04B
Discretionary AUM
$12.04B
Team
121 total employees; 63 advisory reps; 14 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1906 | $396.6M |
| High net worth individuals | 3207 | $6.48B |
| Pension/profit sharing plans | 243 | $4.71B |
| Charitable organizations | 20 | $286.9M |
| Corporations/business entities | 38 | $162.2M |
States served
AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD