# Iliad Wealth Solutions

Iliad Wealth Solutions is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** iliadwealth.com
- **LinkedIn:** https://www.linkedin.com/company/iliad

## Regulatory record

- **CRD number:** 315826
- **SEC file number:** 801-122528
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315826

## About

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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/iliad-wealth-solutions

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