Wade Riley Holmstead

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 05/2017
  Snow Canyon High School
  St George, UT
• 05/2024 → Present
  Soltis Investment Advisors Llc
  St George, UT
• 05/2023 → 08/2023
  Soltis Investment Advisors Llc
  Salt Lake City, UT
• 05/2020 → 08/2020
  St George Ford
  St George, UT
• 09/2019 → 04/2024
  Brigham Young University
  Provo, UT
• 05/2022 → 12/2022
  Notable Woodworking
  Springville, UT
• 07/2017 → 07/2019
  The Church Of Jesus Christ Of Latter Day Saints
  Milan
• 09/2020 → 12/2021
  Byu Testing Center
  Provo, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-20