This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- PathwayMatrix ember +more
- Established Date
- 11-15-2021
- Office Locations
- 1
Office Locations
About Iliad Wealth Solutions
Iliad Solutions provides a virtualized payments testing and certification platform (t3) used by global financial institutions and card schemes to validate financial messages and certify implementations across major schemes and message standards. The platform supports real-time payments and programs like ISO 20022 and FedNow, including EMV Level 3 certification, with stress testing up to 15,000 transactions per second and millions of scenarios each month.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSHUA CHARLES MILLER
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6472368
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
AARON STEPHEN LANNON
--
- CRD
- #5504703
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,469,529 | $97,410 |
| Non-Discretionary | $5,647,710 | $179,708 |
| Total | $39,117,239 | $151,132 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $39,117,239
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $988,944,953 | 100.0% |
| Total | $988,944,953 | 100.0% |