DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Iliad Wealth Solutions
Legal name Iliad Wealth Solutions LLC
Latest filing May 4, 2023
First filing on the tape Sep 22, 2021 · 22 filings
RAUM
$10.9M
reported, Item 5.F
Discretionary
22%
of RAUM
Private clients
22%
$2.3M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$2.7M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$10.9M as of Mar 16, 2023
Mar 21, 2022$667,000 then
HNW client RAUM: $1.8M
State-registered IARs (5.B.3)3 as of Mar 16, 2023
Mar 21, 20221 then
Employees (5.A)3 as of Mar 16, 2023
Mar 21, 20221 then
Private funds: no history
RAUM +1531% over the last fiscal yearIARs 1 to 3
Practice profile
derived from the filing of May 4, 2023; every figure names its basis
- RAUM per advisor
- $2.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 3derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $151,132derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 22%derivedof RAUM
- Institutional
- 78%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1531%derivedbetween the last two annual amendments
- Advisor growth, one year
- +200%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$8.4M78%
- High-net-worth individuals$1.8M16%
- Individuals$553,0495.1%
- Corporations and businesses$90,3050.8%
- Individual clients
- 10reported
- HNW clients
- 1reported
- Pension plan clients
- 47reported
- Charitable clients
- 0reported
- Accounts
- 72reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joshua Charles Miller | Scottsdale, Az | May 5, 2022 | 11 y | 4 |
| Aaron Stephen Lannon | Scottsdale, Az | Feb 5, 2026 | 18 y | 1 |
| Parker Ray Evans | Scottsdale, Az | Jun 24, 2026 | 10 y | 0 |
| Giexy Itiel Reyes | Lakeland, Fl | Aug 13, 2026 | 10 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Travis Paul Jack to Msh Capital Advisors LLCMar 18, 2024 · RIA to RIA
- Cody John Peck to MML Investors Services, LLCOct 26, 2023 · RIA to affiliated broker-dealer or bank
- Christian Patrick Pearson to 4 VerticalJan 3, 2023 · Other
Joined, latest
- Giexy Itiel Reyes from Primerica AdvisorsAug 13, 2026 · Affiliated broker-dealer or bank to independent RIA
- Aaron Stephen Lannon from Rovin CapitalFeb 5, 2026 · RIA to RIA
- Travis Paul Jack from Cwm, LLCNov 21, 2022 · Other
- Christian Patrick Pearson from The Wealth Consulting GroupJun 12, 2022 · Other
- Joshua Charles Miller from Guardian Wealth Partners, LLCNov 15, 2021 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Charles Joshua Miller · Ceo And Ccocontrolsince 08/2021 · owns 75% or more
Related persons
Schedule D 7.A
- Iliad Health Solutions, LLCreal estaten
- Iliad Protection Solutions, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Scottsdale, Az | 4 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Scottsdale, AZ1 employees
What changed
consecutive filings, newest first
- Accounts · 11 to 72Feb 21, 2023 to Mar 16, 2023
- Charity clients · unset to 0.0Feb 21, 2023 to Mar 16, 2023
- Corporate clients · unset to 1.0Feb 21, 2023 to Mar 16, 2023
- HNW clients · unset to 1.0Feb 21, 2023 to Mar 16, 2023
- Individual clients · unset to 10.0Feb 21, 2023 to Mar 16, 2023
- Pension plan clients · 11 to 47Feb 21, 2023 to Mar 16, 2023
- Pooled vehicle clients · unset to 0.0Feb 21, 2023 to Mar 16, 2023
- Discretionary RAUM · $0 to $2.4MFeb 21, 2023 to Mar 16, 2023
- HNW RAUM · unset to 1791908.0Feb 21, 2023 to Mar 16, 2023
- Individual RAUM · unset to 553049.0Feb 21, 2023 to Mar 16, 2023
- Non-discretionary RAUM · $667,000 to $8.4MFeb 21, 2023 to Mar 16, 2023
- Pension RAUM · $667,000 to $8.4MFeb 21, 2023 to Mar 16, 2023
- Pooled vehicle RAUM · unset to 0.0Feb 21, 2023 to Mar 16, 2023
- RAUM · $667,000 to $10.9MFeb 21, 2023 to Mar 16, 2023
- Advisory employees · 2 to 3Jan 19, 2023 to Feb 21, 2023
- Employees · 2 to 3Jan 19, 2023 to Feb 21, 2023
- State-registered IARs · 2 to 3Jan 19, 2023 to Feb 21, 2023
- Advisory employees · 1 to 2Jan 3, 2023 to Jan 19, 2023
- Employees · 1 to 2Jan 3, 2023 to Jan 19, 2023
- State-registered IARs · 1 to 2Jan 3, 2023 to Jan 19, 2023
- Advisory employees · 2 to 1Nov 17, 2022 to Jan 3, 2023
- Employees · 2 to 1Nov 17, 2022 to Jan 3, 2023
- State-registered IARs · 2 to 1Nov 17, 2022 to Jan 3, 2023
- Legal name · ILIAD WEALTH SOLUTIONS to ILIAD WEALTH SOLUTIONS LLCSep 8, 2022 to Sep 19, 2022
- Advisory activities · 3 to 5Aug 31, 2022 to Sep 8, 2022
- Advisory employees · 1 to 2Aug 5, 2022 to Aug 31, 2022
- Employees · 1 to 2Aug 5, 2022 to Aug 31, 2022
- State-registered IARs · 1 to 2Aug 5, 2022 to Aug 31, 2022
- Advisory employees · 2 to 1May 16, 2022 to Jul 27, 2022
- Employees · 2 to 1May 16, 2022 to Jul 27, 2022
- State-registered IARs · 2 to 1May 16, 2022 to Jul 27, 2022
- Advisory employees · 1 to 2May 4, 2022 to May 16, 2022
- Employees · 1 to 2May 4, 2022 to May 16, 2022
- State-registered IARs · 1 to 2May 4, 2022 to May 16, 2022
- Accounts · 0 to 11Mar 4, 2022 to Mar 21, 2022
- Pension plan clients · unset to 11.0Mar 4, 2022 to Mar 21, 2022
- Financial planning clients · 0 to 1-10Mar 4, 2022 to Mar 21, 2022
- Non-discretionary RAUM · $0 to $667,000Mar 4, 2022 to Mar 21, 2022
- Pension RAUM · unset to 667000.0Mar 4, 2022 to Mar 21, 2022
- RAUM · $0 to $667,000Mar 4, 2022 to Mar 21, 2022
Signals
4 dated events
- Travis Paul Jack left Iliad Wealth Solutions for Msh Capital Advisors Llc (registered 2025-02-18)Mar 18, 2024 · Advisor changed firm · fact
- Cody John Peck left Iliad Wealth Solutions for Mml Investors Services, Llc (registered 2023-10-20)Oct 26, 2023 · Advisor changed firm · fact
- Christian Patrick Pearson left Iliad Wealth Solutions for 4 Vertical (registered 2023-05-05)Jan 3, 2023 · Advisor changed firm · fact
- Iliad Wealth Solutions filed its initial SEC registration (Form ADV)Sep 22, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/74078650/admin/dashboardreportedpublic record, Form ADV, Sep 17, 2026
- Website
- iliadwealth.comreportedpublic record, Form ADV, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026