Iliad Wealth Solutions

RIASEC RegisteredEst. 2021

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, LLC-structured registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator, selecting third-party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of other advisers. Fee arrangements reported include percentage-of-AUM billing alongside hourly, subscription, and fixed-fee options. The firm does not identify as an active ESG investor.