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Bank / Wealth / TrustRIA · CRD 315826SEC-Registered

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Iliad Wealth Solutions

Iliad Wealth Solutions is an SEC-registered investment adviser with $39 million in regulatory assets under management. The firm manages $33 million on a...

Overview

Iliad Wealth Solutions is an SEC-registered investment adviser with $39 million in regulatory assets under management. The firm manages $33 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

Location

Region

North America

Country

United States

City

Scottsdale

Corporate office

Scottsdale, AZ, United States

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