# Iliad Wealth Solutions

> 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.

- CRD: 315826
- Filed as: ILIAD WEALTH SOLUTIONS
- Legal name: Iliad Wealth Solutions LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315826
- AdvisorCensus page: https://advisorcensus.com/firm/iliad-wealth-solutions-315826

## Quick answers

**How 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

### Compensation (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)

### Regulatory assets under management (Item 5.F)
- Total: $39,117,239
- Discretionary: $33,469,529
- Non-discretionary: $5,647,710

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $3,368,058 |
| High net worth individuals | 1 | $2,279,652 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 74 | $33,469,529 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iliadwealth.com
- Instagram @iliadwealth
- LinkedIn @74078650
- X @iliadwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $667,000 | 2 | September 29, 2022 |
| October 2026 | $39,117,239 | 3 | August 13, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iliad Wealth Solutions (CRD 315826): Form ADV filing data as of October 2026.