RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Arizona
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 4, 2023
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control
MILLER, JOSHUA, CHARLESICEO AND CCOE Control

Registrations

Federal

IA
May 4, 2023 REGISTERED

Notice Filings (15)

AZ CA CO FL GA IL MI NJ NV OH OR PA TX UT WA

Address

6991 E CAMELBACK RD
SUITE D300
PHOENIX, AZ 85251
United States
Phone: 412-310-3207