Investment adviser · CRD 315826
ILIAD WEALTH SOLUTIONS
Investment adviser filing (IA)
ILIAD WEALTH SOLUTIONS LLC
PHOENIX, AZ, United States · Form ADV filed May 4, 2023
- Regulatory AUM
- $10.9M Form ADV · Item 5.F
- Client accounts
- 72 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 47 | $8,446,274 | 77.6% |
| High-net-worth individuals | Fewer than 5 | $1,791,908 | 16.5% |
| Individuals | 10 | $553,049 | 5.1% |
| Corporations & businesses | Fewer than 5 | $90,305 | 0.8% |
Filing source
Form ADV 1756813 · May 4, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 4, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6991 E CAMELBACK RD, SUITE D300PHOENIX, AZ, 85251, United States
CRD 315826
Filing source
Form ADV 1756813 · May 4, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.