Iliad Wealth Solutions Llc
- Regulatory AUM
- $39.1M
- Discretionary
- $33.5M
- Clients
- 125
- Avg AUM / client
- $313K
- Accounts
- 125
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $3.4M | 8.61% |
| High net worth individuals | 1 | $2.3M | 5.83% |
| Pension and profit sharing plans | 74 | $33.5M | 85.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Charles Miller | Ceo And Cco | Aug 2021 (5y) | 75% or more | |
| Aaron Stephen Lannon | Registered representative | Feb 2026 (1y) | ||
| Parker Ray Evans | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $4.4M (11% of AUM) Mar 2026
- Altruist Financial $2.4M (22% of AUM) May 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 13, 2026.
View current Form ADV (SEC/IAPD) ↗