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ILIAD WEALTH SOLUTIONS LLC, CRD 315826
PHOENIX, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOSHUA CHARLES MILLER | n/a | SCOTTSDALE, AZ | 4 | 11 | 4 | no |
| AARON STEPHEN LANNON | n/a | SCOTTSDALE, AZ | Mesa, AZ | 0 | 18 | 1 | no |
| Parker Ray Evans | n/a | SCOTTSDALE, AZ | Phoenix, AZ | 0 | 10 | n/a | no |
| Giexy Itiel Reyes | n/a | Lakeland, FL | SCOTTSDALE, AZ | 0 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MILLER, JOSHUA, CHARLES | CEO AND CCO | E | yes | 08/2021 | Sep 22, 2021 | May 4, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ILIAD HEALTH SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| ILIAD PROTECTION SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Scottsdale | Az | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Mar 16, 2023 | $10.9M | $2.4M | 3 | 3 | 1 | n/a | n/a |
| 2021 | Mar 21, 2022 | $667,000 | $0 | 1 | 1 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 1 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $10.9M | $667,000 | 1531.4% | n/a | n/a | 3 | 1 | 1 | 1 |