Jay Wells Joins Soltis Investment Advisors to Enhance Wealth Services
Deal News | Aug 06, 2025 | LLR Partners Inc
Soltis Investment Advisors, backed by LLR Partners, has announced the incorporation of High End Financial, LLC led by Jay Wells. This strategic move adds over $500 million in client assets to Soltis’ existing portfolio of $11 billion under management. Jay Wells, with over 20 years of experience serving high-net-worth clients, will join Soltis as a Senior Advisor focusing on Institutional & Wealth Services. The addition aligns with Soltis’ approach to selectively expand its M&A initiatives by partnering with advisors who enhance its long-term vision and add value to its clients. Soltis is committed to maintaining advisor autonomy, focusing on client care, and ensuring cultural alignment. This move supports Soltis’ strategy to grow its operations by attracting high-caliber advisors.
Sectors
- Investment Management
- Private Equity
- Financial Services
Geography
- United States – Soltis Investment Advisors and High End Financial are both U.S.-based firms, and the activities mentioned in the article occur within the United States.
- Utah – Both Soltis Investment Advisors and High End Financial are based in Utah.
Industry
- Investment Management – The article pertains to Soltis Investment Advisors' expansion and services in financial planning and investment management.
- Private Equity – LLR Partners is backing Soltis, indicating the involvement of private equity in the strategic expansion of Soltis.
- Financial Services – High End Financial, being an RIA, operates within the broader financial services sector.
Financials
- $500,000,000 – Amount in client assets added to Soltis from High End Financial.
- $11,000,000,000 – Total client assets managed by Soltis Investment Advisors.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Soltis Investment Advisors, LLC | Acquirer | Company | An SEC registered investment advisory firm based in St. George, Utah. |
| High End Financial, LLC | Target Company | Company | A Utah-based firm led by Jay Wells, added to Soltis Investment Advisors. |
| Jay Wells | Senior Advisor, Institutional & Wealth Services | Person | Leads High End Financial and joins Soltis with over twenty years of experience. |
| LLR Partners | Backer/Investor | Private Equity | A private equity firm backing Soltis Investment Advisors. |
| Tyler Finlinson | Managing Partner | Person | A Managing Partner at Soltis Investment Advisors. |
| Jeff Harris | Head of Mergers & Acquisitions and Partnerships | Person | Oversees M&A initiatives at Soltis Investment Advisors. |