Fund II, Fund III
Status: Active
Headquarters: St. George, UT
Vertical: Financial Advisory/Planning
Initial Investment Date: 2024
Add-Ons:
- High End Financial, LLC - 2025
- GDM Private Financial Solutions - 2026
- Artifex Advisory Group - 2026
Website: https://soltisadvisors.com/
Since 1993, Soltis has provided fee-only wealth management services to individual and institutional clients nationwide. Soltis is headquartered in Utah with offices in Arizona, Texas, Washington, Michigan, and Massachusetts. The company currently manages over $9 billion of client assets.