Wade Riley Holmstead
Investment adviser representative at Soltis Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$12BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Soltis Investment Advisors, LLCMay 2024 to now
- Soltis Investment Advisors LLCMay 2023 to Aug 2023
- Notable WoodworkingMay 2022 to Dec 2022
- Byu Testing CenterSep 2020 to Dec 2021
- St George FordMay 2020 to Aug 2020
- Brigham Young UniversitySep 2019 to Apr 2024
- The Church of Jesus Christ of Latter Day SaintsJul 2017 to Jul 2019
- Snow Canyon High SchoolOct 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Soltis Investment Advisors, LLC
$12BAssets managed
5,414Clients
79Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7996008
- Firm CRD
- 154690