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Takashi Moriuchi

Director at Soltis Investment Advisors

Officer record from the firm’s Form ADVForm ADV filed 9 July 2026

Takashi Moriuchi is Director of Soltis Investment Advisors, LLC, a ST. George investment adviser.

Role at Soltis Investment Advisors

Title on Schedule A
Director
Control
Takashi Moriuchi is not a control person of Soltis Investment Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Takashi Moriuchi has held the filed role since August 2024.

The firm

Soltis Investment Advisors, LLC
ST. George, UT

Form ADV filed 9 July 2026

$12B AUM5,414 clients63 advisers20 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Takashi Moriuchi is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Takashi Moriuchi
CRD
2813291
Firm
Soltis Investment Advisors, LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Takashi Moriuchi work?

Takashi Moriuchi has been Director of Soltis Investment Advisors, LLC since August 2024.

Source: Form ADV, Schedule A, filed 9 July 2026

Leadership at Soltis Investment Advisors

Sources

  1. IAPD individual lookup, CRD 2813291. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Soltis Investment Advisors, LLC, filed 9 July 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Takashi Moriuchi or Soltis Investment Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.