Iliad Wealth Solutions

Overview

Iliad Wealth Solutions is an independent registered investment adviser formed in 2021 and operated as a limited liability company under individual ownership. The firm positions itself as a capital allocator that mixes financial planning with discretionary portfolio management for both individuals/families and smaller institutional clients. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and businesses, pension consulting services, and selection of outside advisers — reflecting a blend of direct portfolio construction and manager selection. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly, subscription and fixed-fee engagements. Iliad Wealth Solutions does not identify as an active ESG investor and is not classified as a multi-state adviser on its filings, which suggests a concentrated regulatory footprint even though it maintains multiple office locations. The firm appears to lean on third-party managers and pooled vehicles as part of its capital allocation approach rather than building large proprietary product lines.

Assets & Accounts

Investments & Alternatives

Location & Offices