linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wade Riley Holmstead

Soltis Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wade? Claim Your Profile

About Wade Riley Holmstead

Wade Riley Holmstead is an investment advisor representative at Soltis Investment Advisors, LLC, which is headquartered in St. George, Utah. Wade has been in the industry since 2023. Wade obtained the Series 65 license in 2024. Soltis Investment Advisors, LLC has been in business since 2002. The firm's main office is located in St. George, Utah, and it has 45 investment adviser representatives. The firm specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Wade Holmstead is currently registered with Soltis Investment Advisors, LLC. Soltis Investment Advisors, LLC is a registered investment advisor headquartered in St. George, UT. The firm provides financial planning, pension consulting, and educational seminars. They also publish periodicals and select other advisors. Soltis Investment Advisors manages portfolios for individuals, businesses, and pooled investment vehicles. They manage over $6.8 billion in assets for 3,884 clients, primarily high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Soltis Investment Advisors, LLC

20 NORTH MAIN

ST. GEORGE, UT 84770

$6.82B

Assets Under Management

17

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wade Holmstead’s Registration & Firm History

UT

10/17/2024 - Present

Soltis Investment Advisors, LLC (ST. GEORGE UT)

Not sure if Wade Riley Holmstead is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wade Riley Holmstead.
Not sure if Wade Riley Holmstead is right for you?