ILIAD WEALTH SOLUTIONS

ILIAD WEALTH SOLUTIONS LLC

CRD 315826 · SEC 801-122528

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$39.1M

Discretionary AUM

$33.5M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	50	$3.4M
High net worth individuals	1	$2.3M
Pension/profit sharing plans	74	$33.5M

All web addresses on file

Official SEC filing: View on IAPD