ILIAD WEALTH SOLUTIONS LLC
Legal name: ILIAD WEALTH SOLUTIONS
CRD #315826 SEC #801-122528 PHOENIX, AZ 412-310-3207
SEC Registered
Total AUM
$10.9M
Discretionary
$2.4M
Employees
3
Clients
1
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $10.9M | $2.4M | $8.4M | 3 | 0 |
| Mar 2023 | $10.9M | $2.4M | $8.4M | 3 | 0 |
| Feb 2023 | $667K | $0 | $667K | 3 | 1 |
| Jan 2023 | $667K | $0 | $667K | 2 | 1 |
| Jan 2023 | $667K | $0 | $667K | 1 | 1 |
| Nov 2022 | $667K | $0 | $667K | 2 | 1 |
| Oct 2022 | $667K | $0 | $667K | 2 | 1 |
| Oct 2022 | $667K | $0 | $667K | 2 | 1 |
| Sep 2022 | $667K | $0 | $667K | 2 | 1 |
| Sep 2022 | $667K | $0 | $667K | 2 | 1 |
| Sep 2022 | $667K | $0 | $667K | 2 | 1 |
| Aug 2022 | $667K | $0 | $667K | 2 | 1 |
| Aug 2022 | $667K | $0 | $667K | 1 | 1 |
| Jul 2022 | $667K | $0 | $667K | 1 | 1 |
| May 2022 | $667K | $0 | $667K | 2 | 1 |
| May 2022 | $667K | $0 | $667K | 1 | 1 |
| Mar 2022 | $667K | $0 | $667K | 1 | 1 |
| Mar 2022 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
DateMay 2023
Total AUM$10.9M
Discretionary$2.4M
Non-Disc.$8.4M
Employees3
Clients0
DateMar 2023
Total AUM$10.9M
Discretionary$2.4M
Non-Disc.$8.4M
Employees3
Clients0
DateFeb 2023
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees3
Clients1
DateJan 2023
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees2
Clients1
DateJan 2023
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees1
Clients1
DateNov 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees2
Clients1
DateOct 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees2
Clients1
DateOct 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees2
Clients1
DateSep 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees2
Clients1
DateSep 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees2
Clients1
DateSep 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees2
Clients1
DateAug 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees2
Clients1
DateAug 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees1
Clients1
DateJul 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees1
Clients1
DateMay 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees2
Clients1
DateMay 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees1
Clients1
DateMar 2022
Total AUM$667K
Discretionary$0
Non-Disc.$667K
Employees1
Clients1
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0