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TILLER PRIVATE WEALTH, INC.
CRD 111268 · SEC 801-53367
1412 WALTER STREET, BETHLEHEM, PA, 18015, United States
Phone
(610) 954-9940
Fax
(610) 954-9949
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$730.3M
Discretionary AUM
$730.3M
Team
11 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 166 | $61.0M |
| High net worth individuals | 177 | $658.5M |
| Charitable organizations | 5 | $10.7M |
States served
DE, GA, MD, MA, NE, NJ, NY, NC, PA, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD