A complete list of active advisors currently associated with Iliad Wealth Solutions

Warmer can help you find a great advisor at Iliad Wealth Solutions or one who fits your needs even better.

Iliad Wealth Solutions is a small supported advisory firm with three advisors managing roughly $39 million for about 51 clients. It provides investment management, financial planning (including both fixed-fee plans and a monthly subscription option), and retirement-plan advisory services to individuals, high‑net‑worth clients, and small- to mid-sized employer-sponsored plans. The firm constructs blended portfolios that combine buy-and-hold indexing with a tactical active allocation, typically using ETFs, mutual funds, and individual stocks, and it uses risk-profiling tools and written investment policy statements to tailor each client relationship. Although it implements discretionary management for some accounts, Iliad reports the majority of its regulatory AUM as non‑discretionary (approximately $5.65 million discretionary and $33.47 million non‑discretionary as of 12/31/2025) and also leverages model portfolios available through the Altruist Model Marketplace. Several operational features distinguish the firm from many peers: it is affiliated with an insurance agency and its advisers are licensed to sell insurance products (with disclosed commission conflicts), it requires clients to use a specific custodian/platform (Altruist) and participates in that platform’s model marketplace, and it offers access to an outsourced estate‑planning platform at no extra cost for financial planning clients. These arrangements and the firm’s predominance of non‑discretionary assets are less common among supported firms and are documented as potential conflicts in the brochure.

To learn more about the advisors currently working at Iliad Wealth Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.