Soltis Investment Advisors has acquired 1 company, including 1 in the last 5 years.
Soltis Investment Advisors has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).
20 North Main Suite 400,
St. George, Utah
84770
United States,
(435) 674-1600
www.soltisadvisors.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2025-08-06 |
High End Financial · Financial Services
St. George, Utah High End Financial is a RIA led by Jay Wells. Wells has worked with high-net-worth individuals, families, and business owners to help navigate complex financial planning, retirement, and investments. High End Financial is based in St. George, Utah. |
- | Add-on Acquisition | - |
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