Soltis Investment Advisors, LLC

CRD 154690 · St. George, UT · $12.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 154690
SEC number: 801-71833
Firm type: RIA
Assets under management: $12.0B as of Mar 30, 2026
Website: www.soltisadvisors.com ↗
Phone: 435-674-1600
Address: 20 North Main St, St. George, UT, 84770

Advisors at this firm

71 in our index · page 2 of 2

Gerard RaymondCRD 7906931 · Southlake, TX

IA RegisteredRegistration inactive
James Grant ShumwayCRD 1200901 · St. George, UT

IA Registered
Maggie Ryan ScanlonCRD 7919704 · Salt Lake City, UT

IA Registered
Alexander Lee ShawCRD 7201752 · Gilbert, AZ

IA Registered
Derek Ezra TanuvasaCRD 6964034 · Salt Lake City, UT

IA RegisteredRegistration inactive
Clark Valantine TaylorCRD 4261299 · St. George, UT

IA Registered
Michael David TurveyCRD 2680710 · Salt Lake City, UT

IA RegisteredRegistration inactive
Jacob Michael TaggartCRD 8212905 · Lehi, UT

IA Registered
Herman TkachCRD 5155443 · Oakbrook Terrace, IL

IA RegisteredRegistration inactive
Karl David TresnerCRD 5468754 · Lehi, UT

IA RegisteredRegistration inactive

Disclosure event(s) on record
William W WallaceCRD 1706248 · St. George, UT

IA Registered
Jay Lamarr WellsCRD 5602205 · Lehi, UT

IA RegisteredRegistration inactive

Disclosure event(s) on record
Tyler Kay WilkinsonCRD 2768116 · St. George, UT

IA Registered

Disclosure event(s) on record
Jedd Morgan WilsonCRD 2448366 · Salt Lake City, UT

IA RegisteredRegistration inactive
Cody R WisemanCRD 6185336 · Chandler, AZ

IA RegisteredRegistration inactive
Ethan Conley WoodsCRD 7006961 · Southlake, TX

IA RegisteredRegistration inactive
Shawn S WoodsCRD 6205326 · St. George, UT

IA Registered
Michael E WadeCRD 7599672 · St. George, UT

IA RegisteredRegistration inactive
Jacob Gregory WagnerCRD 7035803 · St. George, UT

IA Registered
Blake Matthew WilliamsonCRD 8070125 · St. George, UT

IA Registered
Krista Dawn YoungCRD 6937127 · St. George, UT

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 154690 ↗ FINRA BrokerCheck record for firm CRD 154690 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.