Tiller Private Wealth, Inc.
● SEC registered since 1996CRD 111268SEC# 801-53367Bethlehem, PA
Reg. AUM
$730.3M
Employees
11
Accounts
1,409
Location
Bethlehem, PA
Tiller Private Wealth, Inc. assets under management
Tiller Private Wealth, Inc. is an SEC-registered investment adviser based in Bethlehem, PA. The firm has been registered since 1996. It reports $730.3 million in regulatory assets under management and employs 11 people.
Tiller Private Wealth, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Matthew Beenders Control | President And Senior Wealth Manager | 10-25% | 2007 |
| John Gorton Youngs Control | Chief Executive Officer, Chief Operating Officer And Senior Wealth Manager | 25-50% | 2022 |
| Linda Elaine Yeager Control | Chief Compliance Officer And Senior Wealth Manager | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Tiller Private Wealth, Inc. manage?
Tiller Private Wealth, Inc. reports $730.3 million in regulatory assets under management on its Form ADV.
How many employees does Tiller Private Wealth, Inc. have?
Tiller Private Wealth, Inc. reports 11 employees.
Where is Tiller Private Wealth, Inc. located?
Tiller Private Wealth, Inc. is based in Bethlehem, PA and has been SEC-registered since 1996.
Does Tiller Private Wealth, Inc. disclose fund performance?
Tiller Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1412 Walter Street, Bethlehem, PA 18015 |
| Phone | (610) 954-9940 |
| Fax | (610) 954-9949 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1663649 |
| Discloses disciplinary history | No |
Regulatory AUM
$730.3M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$730.3Mregulatory AUM
Discretionary $730.3M