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TILDEN LOUCKS & WOODNORTH LLC
CRD 106713File 801-47188
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$173.3M
Bottom 25% of cohort (national)
Discretionary AUM
$16.2M
Non-discretionary $157.1M
Clients
47
47 accounts
Employees
4
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 15, 1994
- Principal office
- 940 N INDUSTRIAL DR, ELMHURST, IL, 60126
- Phone
- 312-475-1400
- Website
- HTTPS://WWW.LASALLEST.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $173.3M
- Discretionary AUM
- $16.2M
- Non-discretionary AUM
- $157.1M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 46
- Total accounts
- 47
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $16.2M |
| Charitable organizations | Fewer than 5 | $64.1M |
| High net worth individuals | 19 | $85.0M |
| Individuals (other than high net worth individuals) | 26 | $8.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 2 | 4 | increased by2 |
| Apr 1, 2026 | Clients | 49 | 47 | decreased by2 |
| Apr 1, 2026 | AUM | $161,734,063 | $173,286,119 | increased by$11,552,056 |
| Apr 1, 2026 | Accounts | 49 | 47 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 64 | 49 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $181,587,748 | $161,734,063 | decreased by$19,853,685 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 64 | 49 | decreased by15 |
| Apr 1, 2022 | AUM | $152,474,081 | $181,587,748 | increased by$29,113,667 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TILDEN LOUCKS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TILDEN LOUCKS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.