Overview
Assets Under Management: $646 million
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 171
Average Client Assets: $3 million
Frequently Asked Questions
TILLER PRIVATE WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111268), TILLER PRIVATE WEALTH, INC. is subject to fiduciary duty under federal law.
TILLER PRIVATE WEALTH, INC. is headquartered in BETHLEHEM, PA.
TILLER PRIVATE WEALTH, INC. serves 171 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, TILLER PRIVATE WEALTH, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TILLER PRIVATE WEALTH, INC. manages $646 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, TILLER PRIVATE WEALTH, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.78
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,146
Discretionary Accounts: 1,146
Regulatory Filings
CRD Number: 111268
Last Filing Date: 2025-03-03 00:00:00
Website: https://tillerpw.com