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SOLTIS INVESTMENT ADVISORS, LLC

ST. GEORGE, UT · CRD 154690 · IAPD ↗ · soltisadvisors.com · 435-674-1600

$12.04BRegulatory AUM
63Advisory reps
121Employees
14Clients
More than 500Planning clients
0Private funds
44States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — SOLTIS INVESTMENT ADVISORS, LLC added office(s): 13 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2026 — SOLTIS INVESTMENT ADVISORS, LLC notice-filed in IA, ME, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — SOLTIS INVESTMENT ADVISORS, LLC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — SOLTIS INVESTMENT ADVISORS, LLC reported RAUM up 44% ($8.35B -> $12.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
82
April 2026 — SOLTIS INVESTMENT ADVISORS, LLC grew from 51 to 63 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2026 — SOLTIS INVESTMENT ADVISORS, LLC added office(s): 9 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — SOLTIS INVESTMENT ADVISORS, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2025 — SOLTIS INVESTMENT ADVISORS, LLC grew from 45 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2025 — SOLTIS INVESTMENT ADVISORS, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
October 2024 — SOLTIS INVESTMENT ADVISORS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2024 — SOLTIS INVESTMENT ADVISORS, LLC notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — SOLTIS INVESTMENT ADVISORS, LLC notice-filed in AK, AL, DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
April 2024 — SOLTIS INVESTMENT ADVISORS, LLC grew from 36 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.