Investment adviser · CRD 154690

SOLTIS INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

ST. GEORGE, UT, United States · Form ADV filed Jul 9, 2026

Regulatory AUM: $12B
Client accounts: 5,414
Employees: 121
Advisory professionals: 63

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	3,207	$6,476,640,598	53.8%
Retirement plans	243	$4,714,224,167	39.2%
Individuals	1,906	$396,630,757	3.3%
Charities	20	$286,926,344	2.4%
Corporations & businesses	38	$162,168,534	1.3%

Filing source

Form ADV 2118633 · Jul 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WINGATE PRIVATE EQUITY FUND, L.P.Private Equity Fund · Last reported Jul 21, 2020$641KGross asset value

Auditor PIERCY BOWLER TAYLOR & KERN LAS VEGAS, Nevada, United States

Custodian STATE BANK OF SOUTHERN UTAH ST GEORGE, Utah, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PIERCY BOWLER TAYLOR & KERN
PCAOB 624

Fund details & source

Fund ID: 805-6810699318
Reported beneficial owners: 39
Minimum commitment: $10K
Form D file number: 021-54290

Form ADV 1446369 · Jul 21, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

20 NORTH MAIN ST, SUITE 400
ST. GEORGE, UT, 84770, United States

CRD 154690

Filing source

Form ADV 2118633 · Jul 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.