Iliad Wealth Solutions

RIAState Registered

Total AUM

$39.1M

Discretionary

$33.5M

86% of AUM

Avg account

$313K

Accounts

125

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 315826
Registered since: November 4, 2021
Website: iliadwealth.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Pension & Profit Sharing Plans85.56%
Individuals8.61%
HNWI5.83%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Iliad Wealth Solutions is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm acts as a capital allocator and serves both individual and family clients as well as institutional accounts. Its fee model is flexible, including percentage-of-AUM fees alongside hourly, subscription and fixed-fee arrangements. Advisory services emphasize financial planning and portfolio management across individuals, small businesses and larger business or institutional clients. The firm also provides pension consulting and performs selection-of-other-advisers work. Iliad lists industry relationships with accountants and an insurance company. The firm is state-registered in Arizona, California, Colorado, Florida and Louisiana.