AdvisorCensus / Financial advisors / Iliad Wealth Solutions
Iliad Wealth Solutions
Filed as ILIAD WEALTH SOLUTIONS · Legal name Iliad Wealth Solutions LLC
Iliad Wealth Solutions is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.
Quick answers
From the filingHow is Iliad Wealth Solutions compensated?
On its Form ADV (Item 5.E, October 2026), Iliad Wealth Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Is Iliad Wealth Solutions registered with the SEC or a state?
Iliad Wealth Solutions is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 315826.
How much does Iliad Wealth Solutions manage?
Iliad Wealth Solutions reports $39,117,239 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (86% discretionary).
How have Iliad Wealth Solutions' assets and staff changed since 2022?
In the Form ADV data for Iliad Wealth Solutions: Regulatory assets under management: $667,000 in the October 2022 data and $39,117,239 in the October 2026 data, up 5765%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Iliad Wealth Solutions serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (74); individuals (other than high net worth individuals) (50); high net worth individuals (1).
Does Iliad Wealth Solutions report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315826
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$39,117,239 as of October 2026, filing dated August 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Iliad Wealth Solutions LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2022 (3 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
5 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $39,117,239 | 3 | August 13, 2026 |
| October 2022 | $667,000 | 2 | September 29, 2022 |
Regulatory assets under management: $667,000 in the October 2022 data and $39,117,239 in the October 2026 data, up 5765%.
Total employees: 2 in October 2022 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Iliad Wealth Solutions (CRD 315826): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/iliad-wealth-solutions-315826