ILIAD WEALTH SOLUTIONS
ILIAD WEALTH SOLUTIONS LLC Legal Name
Adviser information for ILIAD WEALTH SOLUTIONS last updated from Form ADV on May 4th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 25 | $2.4M |
| Non-Discretionary | 47 | $8.4M |
| Total | 72 | $10.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 10 | $553,049 |
| HNW Individuals | <5 | $1.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 47 | $8.4M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $90,305 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-122528 |
|---|---|
| SEC ERA File Number | 801-122528 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315826 |
| Legal Entity Identifier | None |
Principal Office
6991 E CAMELBACK RDSUITE D300
PHOENIX
AZ
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 412-310-3207, Fax: None
Chief Compliance Officer
JOSHUA C. MILLER
FOUNDER
6991 E CAMELBACK RD
SUITE D300
PHOENIX
AZ
United States
Tel:
412-310-3207
J***@**************M
(Full email address available in API data)
Industry Affiliates
| ILIAD HEALTH SOLUTIONS, LLC | Insurance company or agency |
| ILIAD PROTECTION SOLUTIONS, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MILLER, JOSHUA, CHARLES | Individual | – | CEO AND CCO | 08/2021 | > 75% |