ILIAD WEALTH SOLUTIONS

ILIAD WEALTH SOLUTIONS of PHOENIX, AZ is an SEC-registered investment adviser (CRD 315826). Regulatory assets under management: $39.1M.

Registration

• CRD: 315826
• SEC file number: 801-122528
• Type: Registered investment adviser
• Location: 6991 E CAMELBACK RD, SUITE D300, PHOENIX, AZ, 85251
• Phone: 412-310-3207
• Latest filing: 2026-03-03
• Regulatory AUM: $39.1M
• Discretionary AUM: $33.5M
• Non-discretionary AUM: $5.6M
• Clients: 3
• Accounts: 125

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315826 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search