{
  "crd_number": 315826,
  "slug": "iliad-wealth-solutions-315826",
  "primary_business_name": "ILIAD WEALTH SOLUTIONS",
  "legal_name": "ILIAD WEALTH SOLUTIONS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-10-13",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-08-13",
  "carried_forward": false,
  "raum_total": 39117239.0,
  "raum_discretionary": 33469529.0,
  "raum_non_discretionary": 5647710.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 3368058.0,
      "count": 50
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 33469529.0,
      "count": 74
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 2279652.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA"
  ],
  "websites": [
    "https://iliadwealth.com",
    "https://instagram.com/iliadwealth",
    "https://linkedin.com/company/74078650/admin/dashboard",
    "https://x.com/iliadwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315826",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/iliad-wealth-solutions-315826",
  "display_name": "Iliad Wealth Solutions",
  "summary": "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.",
  "citation": "AdvisorCensus. Iliad Wealth Solutions (CRD 315826): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Iliad Wealth Solutions compensated?",
      "a": "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."
    },
    {
      "q": "Is Iliad Wealth Solutions registered with the SEC or a state?",
      "a": "Iliad Wealth Solutions is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 315826."
    },
    {
      "q": "How much does Iliad Wealth Solutions manage?",
      "a": "Iliad Wealth Solutions reports $39,117,239 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (86% discretionary)."
    },
    {
      "q": "How have Iliad Wealth Solutions' assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Iliad Wealth Solutions serve?",
      "a": "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)."
    },
    {
      "q": "Does Iliad Wealth Solutions report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 667000.0,
      "total_employees": 2,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 39117239.0,
      "total_employees": 3,
      "filing_date": "2026-08-13"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/iliad-wealth-solutions-315826.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 50,
      "fewer_than_5": false,
      "raum": 3368058.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2279652.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 74,
      "fewer_than_5": false,
      "raum": 33469529.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315826",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}