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TILLER PRIVATE WEALTH, INC.
CRD 111268File 801-53367
APPROVED
Retail clients
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$730.3M
Above cohort median (national)
Discretionary AUM
$730.3M
Clients
348
1,409 accounts
Employees
11
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 27, 1996
- Principal office
- 1412 WALTER STREET, BETHLEHEM, PA, 18015
- Phone
- (610) 954-9940
- Website
- https://www.tillerpw.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $730.3M
- Discretionary AUM
- $730.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,409
- Non-discretionary accounts
- 0
- Total accounts
- 1,409
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $10.7M |
| High net worth individuals | 177 | $658.5M |
| Individuals (other than high net worth individuals) | 166 | $61.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 331 | 348 | increased by17 |
| Mar 1, 2026 | AUM | $646,296,692 | $730,302,316 | increased by$84,005,624 |
| Mar 1, 2026 | Accounts | 1,146 | 1,409 | increased by263 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 11 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 293 | 331 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $587,755,086 | $646,296,692 | increased by$58,541,606 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 964 | 1,146 | increased by182 |
| Mar 1, 2022 | Clients | 251 | 293 | increased by42 |
| Mar 1, 2022 | AUM | $502,592,283 | $587,755,086 | increased by$85,162,803 |
| Mar 1, 2022 | Accounts | 835 | 964 | increased by129 |
| 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 “TILLER PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TILLER PRIVATE” 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.